FXAIX
Price
$208.82
Change
+$2.15 (+1.04%)
Updated
Jun 6 closing price
Net Assets
633.85B
SPGRX
Price
$18.95
Change
+$0.19 (+1.01%)
Updated
Jun 6 closing price
Net Assets
85.05M
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FXAIX vs SPGRX

Header iconFXAIX vs SPGRX Comparison
Open Charts FXAIX vs SPGRXBanner chart's image
Fidelity 500 Index
Price$208.82
Change+$2.15 (+1.04%)
VolumeN/A
Net Assets633.85B
DWS Equity Sector Strategy Fund
Price$18.95
Change+$0.19 (+1.01%)
VolumeN/A
Net Assets85.05M
FXAIX vs SPGRX Comparison Chart
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FXAIX vs. SPGRX commentary
Jun 07, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. SPGRX (85M). FXAIX pays higher dividends than SPGRX: FXAIX (1.26) vs SPGRX (1.18). 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 : 12.43 vs. SPGRX (11.51). FXAIX return over 5 years is better than : 100.49 vs. SPGRX (33.30).
FXAIXSPGRXFXAIX / SPGRX
Total Expense Ratio0.010.483%
Annual Report Gross Expense Ratio0.010.812%
Fund Existence14 years29 years-
Gain YTD1.5373.07750%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets634B85M745,882%
Annual Yield % from dividends1.261.18106%
Returns for 1 year12.4311.51108%
Returns for 3 years49.3543.95112%
Returns for 5 years100.4933.30302%
Returns for 10 years212.0250.43420%
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