FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
SFEPX
Price
$24.69
Change
-$0.76 (-2.99%)
Updated
Dec 18 closing price
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FXAIX vs SFEPX

Header iconFXAIX vs SFEPX Comparison
Open Charts FXAIX vs SFEPXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
NAA Large Core P
Price$24.69
Change-$0.76 (-2.99%)
VolumeN/A
CapitalizationN/A
FXAIX vs SFEPX Comparison Chart
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FXAIX vs. SFEPX commentary
Dec 19, 2024

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 StrongBuy and SFEPX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SFEPX (271M). SFEPX pays higher dividends than FXAIX: SFEPX (2.16) vs FXAIX (1.31). FXAIX was incepted earlier than SFEPX: FXAIX (14 years) vs SFEPX (10 years). SFEPX is a more actively managed with annual turnover of: 56.00 vs. FXAIX (3.00). FXAIX (0) and SFEPX (0) have matching initial minimum investment requirements. SFEPX (29.91) and FXAIX (29.40) have marching annual gain over last year. FXAIX return over 5 years is better than : 104.23 vs. SFEPX (23.16).
FXAIXSFEPXFXAIX / SFEPX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years10 years-
Gain YTD28.55028.92699%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets632B271M233,210%
Annual Yield % from dividends1.312.1661%
Returns for 1 year29.4029.9198%
Returns for 3 years37.14-5.07-732%
Returns for 5 years104.2323.16450%
Returns for 10 years217.91N/A-
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