FXAIX
Price
$230.15
Change
-$1.90 (-0.82%)
Updated
Nov 18 closing price
Net Assets
736.94B
PBFDX
Price
$37.30
Change
+$0.39 (+1.06%)
Updated
Nov 19 closing price
Net Assets
327.65M
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FXAIX vs PBFDX

Header iconFXAIX vs PBFDX Comparison
Open Charts FXAIX vs PBFDXBanner chart's image
Fidelity 500 Index
Price$230.15
Change-$1.90 (-0.82%)
VolumeN/A
Net Assets736.94B
Payson Total Return
Price$37.30
Change+$0.39 (+1.06%)
VolumeN/A
Net Assets327.65M
FXAIX vs PBFDX Comparison Chart in %
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FXAIX vs. PBFDX commentary
Nov 20, 2025

To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is FXAIX is a Hold and PBFDX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. PBFDX (328M). FXAIX pays higher dividends than PBFDX: FXAIX (1.11) vs PBFDX (0.20). FXAIX was incepted earlier than PBFDX: FXAIX (15 years) vs PBFDX (34 years). PBFDX (0.81) is less costly to investors than FXAIX (0.01). PBFDX is a more actively managed with annual turnover of: 67.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than PBFDX: FXAIX (0) vs PBFDX (2000). FXAIX annual gain was more profitable for investors over the last year : 13.24 vs. PBFDX (9.10). FXAIX return over 5 years is better than : 100.10 vs. PBFDX (51.15).
FXAIXPBFDXFXAIX / PBFDX
Total Expense Ratio0.010.812%
Annual Report Gross Expense Ratio0.010.812%
Fund Existence15 years34 years-
Gain YTD13.73918.09976%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets737B328M224,695%
Annual Yield % from dividends1.110.20548%
Returns for 1 year13.249.10146%
Returns for 3 years74.2151.66144%
Returns for 5 years100.1051.15196%
Returns for 10 years248.43167.78148%
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