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FXAIX
Price
$207.67
Change
+$0.72 (+0.35%)
Updated
Nov 22 closing price
SRFMX
Price
$16.92
Change
-$0.00 (-0.00%)
Updated
Nov 21 closing price
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$207.67
Change+$0.72 (+0.35%)
VolumeN/A
CapitalizationN/A
Sarofim Equity
Price$16.92
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Nov 23, 2024

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 StrongSell and SRFMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. SRFMX (112M). FXAIX pays higher dividends than SRFMX: FXAIX (1.31) vs SRFMX (0.69). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (11 years). SRFMX is a more actively managed with annual turnover of: 6.00 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 : 32.38 vs. SRFMX (8.35). FXAIX return over 5 years is better than : 105.67 vs. SRFMX (32.65).
FXAIXSRFMXFXAIX / SRFMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years11 years-
Gain YTD26.25615.461170%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets593B112M529,464%
Annual Yield % from dividends1.310.69191%
Returns for 1 year32.388.35388%
Returns for 3 years33.04-9.77-338%
Returns for 5 years105.6732.65324%
Returns for 10 years212.2472.42293%
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