FXAIX
Price
$218.77
Change
+$1.17 (+0.54%)
Updated
Jul 17 closing price
Net Assets
665.84B
SDVGX
Price
$16.83
Change
+$0.09 (+0.54%)
Updated
Jul 17 closing price
Net Assets
246.82M
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FXAIX vs SDVGX

Header iconFXAIX vs SDVGX Comparison
Open Charts FXAIX vs SDVGXBanner chart's image
Fidelity 500 Index
Price$218.77
Change+$1.17 (+0.54%)
VolumeN/A
Net Assets665.84B
Sit Dividend Growth I
Price$16.83
Change+$0.09 (+0.54%)
VolumeN/A
Net Assets246.82M
FXAIX vs SDVGX Comparison Chart in %
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FXAIX vs. SDVGX commentary
Jul 18, 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 Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. SDVGX (247M). FXAIX pays higher dividends than SDVGX: FXAIX (1.20) vs SDVGX (1.03). 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 : 13.56 vs. SDVGX (-0.58). FXAIX return over 5 years is better than : 109.32 vs. SDVGX (27.46).
FXAIXSDVGXFXAIX / SDVGX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.011.002%
Fund Existence14 years22 years-
Gain YTD7.2277.244100%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets666B247M269,636%
Annual Yield % from dividends1.201.03116%
Returns for 1 year13.56-0.58-2,354%
Returns for 3 years70.9921.96323%
Returns for 5 years109.3227.46398%
Returns for 10 years223.3010.262,177%
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