FXAIX
Price
$190.53
Change
+$3.78 (+2.02%)
Updated
Apr 24 closing price
Net Assets
597.55B
SRFMX
Price
$13.37
Change
+$0.31 (+2.37%)
Updated
Apr 24 closing price
Net Assets
84.67M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$190.53
Change+$3.78 (+2.02%)
VolumeN/A
Net Assets597.55B
Sarofim Equity
Price$13.37
Change+$0.31 (+2.37%)
VolumeN/A
Net Assets84.67M
FXAIX vs SRFMX Comparison Chart
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FXAIX vs. SRFMX commentary
Apr 25, 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: 598B vs. SRFMX (84.7M). FXAIX pays higher dividends than SRFMX: FXAIX (1.30) vs SRFMX (0.48). FXAIX was incepted earlier than SRFMX: FXAIX (14 years) vs SRFMX (11 years). SRFMX (0.80) is less costly to investors than FXAIX (0.01). SRFMX is a more actively managed with annual turnover of: 6.00 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 : 7.42 vs. SRFMX (-14.09). FXAIX return over 5 years is better than : 104.55 vs. SRFMX (11.52).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.802%
Fund Existence14 years11 years-
Gain YTD-8.250-7.216114%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets598B84.7M706,021%
Annual Yield % from dividends1.300.48269%
Returns for 1 year7.42-14.09-53%
Returns for 3 years31.00-14.96-207%
Returns for 5 years104.5511.52907%
Returns for 10 years178.9633.94527%
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