FXAIX
Price
$230.05
Change
-$0.29 (-0.13%)
Updated
Sep 16 closing price
Net Assets
696.27B
SPGRX
Price
$20.81
Change
-$0.03 (-0.14%)
Updated
Sep 16 closing price
Net Assets
92.69M
Interact to see
Advertisement

FXAIX vs SPGRX

Header iconFXAIX vs SPGRX Comparison
Open Charts FXAIX vs SPGRXBanner chart's image
Fidelity 500 Index
Price$230.05
Change-$0.29 (-0.13%)
VolumeN/A
Net Assets696.27B
DWS Equity Sector Strategy Fund
Price$20.81
Change-$0.03 (-0.14%)
VolumeN/A
Net Assets92.69M
FXAIX vs SPGRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
FXAIX vs. SPGRX commentary
Sep 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 SPGRX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. SPGRX (92.7M). FXAIX pays higher dividends than SPGRX: FXAIX (1.16) vs SPGRX (1.08). FXAIX was incepted earlier than SPGRX: FXAIX (14 years) vs SPGRX (29 years). SPGRX (0.81) is less costly to investors than FXAIX (0.01). SPGRX is a more actively managed with annual turnover of: 28.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than SPGRX: FXAIX (0) vs SPGRX (2500). FXAIX annual gain was more profitable for investors over the last year : 18.95 vs. SPGRX (17.79). FXAIX return over 5 years is better than : 112.20 vs. SPGRX (41.67).
FXAIXSPGRXFXAIX / SPGRX
Total Expense Ratio0.010.483%
Annual Report Gross Expense Ratio0.010.812%
Fund Existence14 years29 years-
Gain YTD13.50514.50593%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets696B92.7M750,809%
Annual Yield % from dividends1.161.08108%
Returns for 1 year18.9517.79107%
Returns for 3 years78.4870.54111%
Returns for 5 years112.2041.67269%
Returns for 10 years270.5074.45363%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ITRIX26.62N/A
N/A
VY® T. Rowe Price Capital Apprec I
GCSCX21.52N/A
N/A
Goldman Sachs Small Cap Eq Insghts C
GROYX64.80N/A
N/A
Victory Pioneer Select Mid Cap Growth Y
LKSMX11.98N/A
N/A
LKCM Small-Mid Cap Equity Institutional
JEVCX10.75N/A
N/A
JHancock Disciplined Value Em Mkts Eq C