FXAIX
Price
$230.05
Change
-$0.29 (-0.13%)
Updated
Sep 16 closing price
Net Assets
696.27B
SRFMX
Price
$15.21
Change
-$0.01 (-0.07%)
Updated
Sep 17 closing price
Net Assets
89.94M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$230.05
Change-$0.29 (-0.13%)
VolumeN/A
Net Assets696.27B
Sarofim Equity
Price$15.21
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets89.94M
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX 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 SRFMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 696B vs. SRFMX (89.9M). FXAIX pays higher dividends than SRFMX: FXAIX (1.16) vs SRFMX (0.44). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than FXAIX (0.01). SRFMX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (2.00). 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 : 18.77 vs. SRFMX (-8.33). FXAIX return over 5 years is better than : 114.32 vs. SRFMX (8.18).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence14 years12 years-
Gain YTD13.3628.295161%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets696B89.9M774,194%
Annual Yield % from dividends1.160.44263%
Returns for 1 year18.77-8.33-225%
Returns for 3 years78.269.14857%
Returns for 5 years114.328.181,398%
Returns for 10 years270.0473.99365%
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