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FXAIX
Price
$207.67
Change
+$0.72 (+0.35%)
Updated
Nov 22 closing price
TRGIX
Price
$17.54
Change
+$0.01 (+0.06%)
Updated
Nov 22 closing price
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FXAIX vs TRGIX

Header iconFXAIX vs TRGIX Comparison
Open Charts FXAIX vs TRGIXBanner chart's image
Fidelity 500 Index
Price$207.67
Change+$0.72 (+0.35%)
VolumeN/A
CapitalizationN/A
Nuveen Core Equity Retire
Price$17.54
Change+$0.01 (+0.06%)
VolumeN/A
CapitalizationN/A
FXAIX vs TRGIX Comparison Chart
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FXAIX vs. TRGIX commentary
Nov 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 StrongSell and TRGIX is a StrongBuy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 593B vs. TRGIX (6.76B). FXAIX pays higher dividends than TRGIX: FXAIX (1.31) vs TRGIX (0.80). FXAIX was incepted earlier than TRGIX: FXAIX (14 years) vs TRGIX (22 years). TRGIX is a more actively managed with annual turnover of: 108.00 vs. FXAIX (3.00). FXAIX (0) and TRGIX (0) have matching initial minimum investment requirements. FXAIX annual gain was more profitable for investors over the last year : 32.38 vs. TRGIX (10.82). FXAIX return over 5 years is better than : 105.67 vs. TRGIX (18.92).
FXAIXTRGIXFXAIX / TRGIX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years22 years-
Gain YTD26.25630.60986%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets593B6.76B8,771%
Annual Yield % from dividends1.310.80163%
Returns for 1 year32.3810.82299%
Returns for 3 years33.04-14.76-224%
Returns for 5 years105.6718.92558%
Returns for 10 years212.2435.69595%
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