FXAIX
Price
$205.83
Change
+$1.51 (+0.74%)
Updated
Dec 20 closing price
SRFMX
Price
$16.78
Change
+$0.08 (+0.48%)
Updated
Dec 20 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$205.83
Change+$1.51 (+0.74%)
VolumeN/A
CapitalizationN/A
Sarofim Equity
Price$16.78
Change+$0.08 (+0.48%)
VolumeN/A
CapitalizationN/A
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Dec 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 StrongBuy and SRFMX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. SRFMX (111M). 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 : 26.66 vs. SRFMX (4.27). FXAIX return over 5 years is better than : 99.23 vs. SRFMX (31.26).
FXAIXSRFMXFXAIX / SRFMX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years11 years-
Gain YTD26.01914.505179%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets632B111M569,369%
Annual Yield % from dividends1.310.69191%
Returns for 1 year26.664.27624%
Returns for 3 years33.60-10.52-320%
Returns for 5 years99.2331.26317%
Returns for 10 years209.8473.50285%
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