FXAIX
Price
$206.67
Change
-$1.08 (-0.52%)
Updated
Jun 5 closing price
Net Assets
633.85B
SRFMX
Price
$14.56
Change
-$0.02 (-0.14%)
Updated
Jun 5 closing price
Net Assets
94.09M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$206.67
Change-$1.08 (-0.52%)
VolumeN/A
Net Assets633.85B
Sarofim Equity
Price$14.56
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets94.09M
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Jun 06, 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 Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 634B vs. SRFMX (94.1M). FXAIX pays higher dividends than SRFMX: FXAIX (1.26) vs SRFMX (0.46). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (11 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 : 12.99 vs. SRFMX (-8.12). FXAIX return over 5 years is better than : 101.54 vs. SRFMX (10.96).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence14 years11 years-
Gain YTD2.0683.58358%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets634B94.1M673,751%
Annual Yield % from dividends1.260.46272%
Returns for 1 year12.99-8.12-160%
Returns for 3 years51.56-2.26-2,278%
Returns for 5 years101.5410.96926%
Returns for 10 years213.7852.91404%
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