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FXAIX vs SRFMX
FXAIX vs SRFMX Comparison
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FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Sep 07, 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 Buy and SRFMX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 585B vs. SRFMX (109M). FXAIX pays higher dividends than SRFMX: FXAIX (1.31) vs SRFMX (0.69). FXAIX was incepted earlier than SRFMX: FXAIX (13 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 : 25.04 vs. SRFMX (7.12). FXAIX return over 5 years is better than : 97.96 vs. SRFMX (33.14).
| FXAIX | SRFMX | FXAIX / SRFMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.471 | 11.745 | 140% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 585B | 109M | 536,697% |
| Annual Yield % from dividends | 1.31 | 0.69 | 191% |
| Returns for 1 year | 25.04 | 7.12 | 352% |
| Returns for 3 years | 27.08 | -10.79 | -251% |
| Returns for 5 years | 97.96 | 33.14 | 296% |
| Returns for 10 years | 199.05 | 71.65 | 278% |