FXAIX
Price
$229.21
Change
-$0.10 (-0.04%)
Updated
Sep 12 closing price
Net Assets
696.27B
SDVSX
Price
$17.64
Change
-$0.04 (-0.23%)
Updated
Sep 12 closing price
Net Assets
227.29M
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FXAIX vs SDVSX

Header iconFXAIX vs SDVSX Comparison
Open Charts FXAIX vs SDVSXBanner chart's image
Fidelity 500 Index
Price$229.21
Change-$0.10 (-0.04%)
VolumeN/A
Net Assets696.27B
Sit Dividend Growth S
Price$17.64
Change-$0.04 (-0.23%)
VolumeN/A
Net Assets227.29M
FXAIX vs SDVSX Comparison Chart in %
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FXAIX vs. SDVSX commentary
Sep 15, 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: 696B vs. SDVSX (227M). FXAIX pays higher dividends than SDVSX: FXAIX (1.16) vs SDVSX (0.73). 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 : 19.20 vs. SDVSX (4.75). FXAIX return over 5 years is better than : 112.25 vs. SDVSX (30.42).
FXAIXSDVSXFXAIX / SDVSX
Total Expense Ratio0.010.952%
Annual Report Gross Expense Ratio0.011.251%
Fund Existence14 years19 years-
Gain YTD12.94913.73194%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets696B227M306,608%
Annual Yield % from dividends1.160.73159%
Returns for 1 year19.204.75404%
Returns for 3 years74.9822.91327%
Returns for 5 years112.2530.42369%
Returns for 10 years265.0020.391,300%
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