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FXAIX vs SRFMX
FXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMX
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. SRFMX (91.5M). FXAIX pays higher dividends than SRFMX: FXAIX (1.30) vs SRFMX (0.48). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (11 years). SRFMX (0.80) is less costly to investors than FXAIX (0.01). SRFMX is a more actively managed with annual turnover of: 6.00 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 : 10.29 vs. SRFMX (-10.95). FXAIX return over 5 years is better than : 146.07 vs. SRFMX (32.86).
| FXAIX | SRFMX | FXAIX / SRFMX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.80 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -3.262 | -2.314 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 598B | 91.5M | 653,552% |
| Annual Yield % from dividends | 1.30 | 0.48 | 269% |
| Returns for 1 year | 10.29 | -10.95 | -94% |
| Returns for 3 years | 29.57 | -16.53 | -179% |
| Returns for 5 years | 146.07 | 32.86 | 445% |
| Returns for 10 years | 197.24 | 43.66 | 452% |
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