Interact to see
Advertisement
Advertisement
FXAIX vs SOAVX
FXAIX vs SOAVX Comparison
Open Charts FXAIX vs SOAVX
FXAIX vs SOAVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SOAVX commentary
Jun 23, 2026
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 Hold and SOAVX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. SOAVX (242M). SOAVX pays higher dividends than FXAIX: SOAVX (3.31) vs FXAIX (1.03). FXAIX was incepted earlier than SOAVX: FXAIX (15 years) vs SOAVX (24 years). SOAVX (1.53) is less costly to investors than FXAIX (0.01). SOAVX is a more actively managed with annual turnover of: 10.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SOAVX: FXAIX (0) vs SOAVX (500). FXAIX annual gain was more profitable for investors over the last year : 27.18 vs. SOAVX (23.42). FXAIX return over 5 years is better than : 89.92 vs. SOAVX (85.01).
| FXAIX | SOAVX | FXAIX / SOAVX | |
| Total Expense Ratio | 0.01 | 1.53 | 1% |
| Annual Report Gross Expense Ratio | 0.01 | 1.53 | 1% |
| Fund Existence | 15 years | 24 years | - |
| Gain YTD | 10.191 | 13.437 | 76% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 242M | 343,802% |
| Annual Yield % from dividends | 1.03 | 3.31 | 31% |
| Returns for 1 year | 27.18 | 23.42 | 116% |
| Returns for 3 years | 79.54 | 82.76 | 96% |
| Returns for 5 years | 89.92 | 85.01 | 106% |
| Returns for 10 years | 308.15 | 247.88 | 124% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FSFWX | 86.16 | 0.72 | +0.84% |
| American Funds SMALLCAP World 529-F-3 | |||
| HAOYX | 26.00 | N/A | N/A |
| Hartford International Opportunities Y | |||
| LZIOX | 21.09 | N/A | N/A |
| Lazard International Equity Open | |||
| KSOCX | 155.75 | N/A | N/A |
| Kinetics Small Cap Opportunities Adv C | |||
| WCEIX | 10.42 | N/A | N/A |
| Virtus Westchester Event-Driven Fd I | |||