FXAIX
Price
$218.82
Change
+$0.63 (+0.29%)
Updated
Jul 10 closing price
Net Assets
665.84B
SRFMX
Price
$15.04
Change
+$0.01 (+0.07%)
Updated
Jul 10 closing price
Net Assets
96.77M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$218.82
Change+$0.63 (+0.29%)
VolumeN/A
Net Assets665.84B
Sarofim Equity
Price$15.04
Change+$0.01 (+0.07%)
VolumeN/A
Net Assets96.77M
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX commentary
Jul 11, 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: 666B vs. SRFMX (96.8M). FXAIX pays higher dividends than SRFMX: FXAIX (1.20) vs SRFMX (0.45). 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 : 12.62 vs. SRFMX (-8.65). FXAIX return over 5 years is better than : 111.91 vs. SRFMX (11.18).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence14 years11 years-
Gain YTD7.1976.943104%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets666B96.8M688,017%
Annual Yield % from dividends1.200.45269%
Returns for 1 year12.62-8.65-146%
Returns for 3 years69.937.62917%
Returns for 5 years111.9111.181,001%
Returns for 10 years227.6656.69402%
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