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FXAIX vs SRFMX
FXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMX
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX commentary
Nov 20, 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: 737B vs. SRFMX (88.5M). FXAIX pays higher dividends than SRFMX: FXAIX (1.11) vs SRFMX (0.38). FXAIX was incepted earlier than SRFMX: FXAIX (15 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 : 13.24 vs. SRFMX (-9.89). FXAIX return over 5 years is better than : 100.10 vs. SRFMX (0.36).
| FXAIX | SRFMX | FXAIX / SRFMX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.78 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 13.739 | 7.561 | 182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 737B | 88.5M | 832,768% |
| Annual Yield % from dividends | 1.11 | 0.38 | 290% |
| Returns for 1 year | 13.24 | -9.89 | -134% |
| Returns for 3 years | 74.21 | 4.50 | 1,649% |
| Returns for 5 years | 100.10 | 0.36 | 27,872% |
| Returns for 10 years | 248.43 | 62.26 | 399% |
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