FXAIX
Price
$231.21
Change
+$3.55 (+1.56%)
Updated
Oct 13 closing price
Net Assets
722.95B
SRFMX
Price
$15.16
Change
+$0.20 (+1.34%)
Updated
Oct 13 closing price
Net Assets
88.34M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$231.21
Change+$3.55 (+1.56%)
VolumeN/A
Net Assets722.95B
Sarofim Equity
Price$15.16
Change+$0.20 (+1.34%)
VolumeN/A
Net Assets88.34M
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX commentary
Oct 14, 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 StrongBuy and SRFMX is a Hold.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SRFMX (88.3M). FXAIX pays higher dividends than SRFMX: FXAIX (1.12) vs SRFMX (0.39). 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 (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 : 14.12 vs. SRFMX (-10.68). FXAIX return over 5 years is better than : 102.18 vs. SRFMX (0.72).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence14 years12 years-
Gain YTD12.5086.494193%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets723B88.3M818,800%
Annual Yield % from dividends1.120.39288%
Returns for 1 year14.12-10.68-132%
Returns for 3 years91.0415.53586%
Returns for 5 years102.180.7214,149%
Returns for 10 years254.9963.02405%
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