FXAIX
Price
$233.25
Change
-$0.89 (-0.38%)
Updated
Oct 7 closing price
Net Assets
722.95B
SDVGX
Price
$18.10
Change
-$0.04 (-0.22%)
Updated
Oct 7 closing price
Net Assets
232.44M
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FXAIX vs SDVGX

Header iconFXAIX vs SDVGX Comparison
Open Charts FXAIX vs SDVGXBanner chart's image
Fidelity 500 Index
Price$233.25
Change-$0.89 (-0.38%)
VolumeN/A
Net Assets722.95B
Sit Dividend Growth I
Price$18.10
Change-$0.04 (-0.22%)
VolumeN/A
Net Assets232.44M
FXAIX vs SDVGX Comparison Chart in %
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FXAIX vs. SDVGX commentary
Oct 09, 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 Buy and SDVGX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SDVGX (232M). FXAIX pays higher dividends than SDVGX: FXAIX (1.12) vs SDVGX (0.96). FXAIX was incepted earlier than SDVGX: FXAIX (14 years) vs SDVGX (22 years). SDVGX (1.00) is less costly to investors than FXAIX (0.01). SDVGX is a more actively managed with annual turnover of: 41.64 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SDVGX: FXAIX (0) vs SDVGX (100000). FXAIX annual gain was more profitable for investors over the last year : 19.85 vs. SDVGX (5.87). FXAIX return over 5 years is better than : 110.49 vs. SDVGX (30.44).
FXAIXSDVGXFXAIX / SDVGX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.011.002%
Fund Existence14 years22 years-
Gain YTD15.71016.21397%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets723B232M311,638%
Annual Yield % from dividends1.120.96116%
Returns for 1 year19.855.87338%
Returns for 3 years93.4735.68262%
Returns for 5 years110.4930.44363%
Returns for 10 years268.4825.171,066%
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