FXAIX
Price
$218.82
Change
+$0.63 (+0.29%)
Updated
Jul 10 closing price
Net Assets
665.84B
SDVSX
Price
$16.67
Change
-$0.00 (-0.00%)
Updated
Jul 10 closing price
Net Assets
247.78M
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FXAIX vs SDVSX

Header iconFXAIX vs SDVSX Comparison
Open Charts FXAIX vs SDVSXBanner chart's image
Fidelity 500 Index
Price$218.82
Change+$0.63 (+0.29%)
VolumeN/A
Net Assets665.84B
Sit Dividend Growth S
Price$16.67
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets247.78M
FXAIX vs SDVSX Comparison Chart in %
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FXAIX vs. SDVSX commentary
Jul 12, 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 SDVSX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 666B vs. SDVSX (248M). FXAIX pays higher dividends than SDVSX: FXAIX (1.20) vs SDVSX (0.76). FXAIX was incepted earlier than SDVSX: FXAIX (14 years) vs SDVSX (19 years). SDVSX (1.25) is less costly to investors than FXAIX (0.01). SDVSX is a more actively managed with annual turnover of: 41.64 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SDVSX: FXAIX (0) vs SDVSX (5000). FXAIX annual gain was more profitable for investors over the last year : 12.62 vs. SDVSX (-0.19). FXAIX return over 5 years is better than : 111.91 vs. SDVSX (29.43).
FXAIXSDVSXFXAIX / SDVSX
Total Expense Ratio0.010.952%
Annual Report Gross Expense Ratio0.011.251%
Fund Existence14 years19 years-
Gain YTD7.1977.24799%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets666B248M268,548%
Annual Yield % from dividends1.200.76158%
Returns for 1 year12.62-0.19-6,599%
Returns for 3 years69.9320.00350%
Returns for 5 years111.9129.43380%
Returns for 10 years227.667.652,975%
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