FXAIX
Price
$212.55
Change
+$1.13 (+0.53%)
Updated
Jan 23 closing price
Net Assets
619.45B
SRFMX
Price
$14.66
Change
+$0.09 (+0.62%)
Updated
Jan 23 closing price
Net Assets
102.51M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$212.55
Change+$1.13 (+0.53%)
VolumeN/A
Net Assets619.45B
Sarofim Equity
Price$14.66
Change+$0.09 (+0.62%)
VolumeN/A
Net Assets102.51M
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Jan 24, 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 Hold and SRFMX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. SRFMX (103M). FXAIX pays higher dividends than SRFMX: FXAIX (1.31) vs SRFMX (0.69). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (11 years). SRFMX is a more actively managed with annual turnover of: 6.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SRFMX: FXAIX (0) vs SRFMX (2500). FXAIX annual gain was more profitable for investors over the last year : 26.84 vs. SRFMX (-1.27). FXAIX return over 5 years is better than : 99.75 vs. SRFMX (10.21).
FXAIXSRFMXFXAIX / SRFMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years11 years-
Gain YTD3.5413.407104%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets619B103M600,971%
Annual Yield % from dividends1.310.69191%
Returns for 1 year26.84-1.27-2,119%
Returns for 3 years44.93-9.34-481%
Returns for 5 years99.7510.21977%
Returns for 10 years222.5953.53416%
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