Interact to see
Advertisement
Advertisement
FXAIX vs SRFMX
FXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMX
FXAIX vs SRFMX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FXAIX vs. SRFMX commentary
Jun 24, 2026
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 Hold and SRFMX is a Hold.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. SRFMX (66.3M). FXAIX pays higher dividends than SRFMX: FXAIX (1.03) vs SRFMX (0.42). FXAIX was incepted earlier than SRFMX: FXAIX (15 years) vs SRFMX (12 years). SRFMX (0.84) is less costly to investors than FXAIX (0.01). SRFMX is a more actively managed with annual turnover of: 12.00 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 : 25.51 vs. SRFMX (-15.81). FXAIX return over 5 years is better than : 88.11 vs. SRFMX (-28.50).
| FXAIX | SRFMX | FXAIX / SRFMX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.84 | 2% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 9.786 | 1.743 | 562% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 832B | 66.3M | 1,254,902% |
| Annual Yield % from dividends | 1.03 | 0.42 | 248% |
| Returns for 1 year | 25.51 | -15.81 | -161% |
| Returns for 3 years | 78.88 | -17.90 | -441% |
| Returns for 5 years | 88.11 | -28.50 | -309% |
| Returns for 10 years | 306.65 | 40.64 | 755% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| HAOYX | 26.10 | N/A | N/A |
| Hartford International Opportunities Y | |||
| LZIOX | 21.03 | N/A | N/A |
| Lazard International Equity Open | |||
| KSOCX | 155.37 | N/A | N/A |
| Kinetics Small Cap Opportunities Adv C | |||
| WCEIX | 10.45 | N/A | N/A |
| Virtus Westchester Event-Driven Fd I | |||
| FSFWX | 84.27 | -1.89 | -2.19% |
| American Funds SMALLCAP World 529-F-3 | |||