FXAIX
Price
$182.95
Change
-$6.52 (-3.44%)
Updated
Apr 10 closing price
Net Assets
597.55B
TOCQX
Price
$41.78
Change
-$1.35 (-3.13%)
Updated
Apr 10 closing price
Net Assets
441.38M
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FXAIX vs TOCQX

Header iconFXAIX vs TOCQX Comparison
Open Charts FXAIX vs TOCQXBanner chart's image
Fidelity 500 Index
Price$182.95
Change-$6.52 (-3.44%)
VolumeN/A
Net Assets597.55B
Tocqueville
Price$41.78
Change-$1.35 (-3.13%)
VolumeN/A
Net Assets441.38M
FXAIX vs TOCQX Comparison Chart
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FXAIX vs. TOCQX commentary
Apr 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 Hold and TOCQX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. TOCQX (441M). FXAIX pays higher dividends than TOCQX: FXAIX (1.30) vs TOCQX (0.24). FXAIX was incepted earlier than TOCQX: FXAIX (14 years) vs TOCQX (38 years). TOCQX (1.35) is less costly to investors than FXAIX (0.01). TOCQX is a more actively managed with annual turnover of: 18.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than TOCQX: FXAIX (0) vs TOCQX (1000). FXAIX annual gain was more profitable for investors over the last year : 7.13 vs. TOCQX (-5.12). FXAIX return over 5 years is better than : 111.09 vs. TOCQX (40.47).
FXAIXTOCQXFXAIX / TOCQX
Total Expense Ratio0.011.201%
Annual Report Gross Expense Ratio0.011.351%
Fund Existence14 years38 years-
Gain YTD-6.913-7.72490%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets598B441M135,601%
Annual Yield % from dividends1.300.24537%
Returns for 1 year7.13-5.12-139%
Returns for 3 years29.44-3.27-902%
Returns for 5 years111.0940.47275%
Returns for 10 years185.3232.06578%
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