FXAIX
Price
$194.70
Change
+$1.22 (+0.63%)
Updated
May 1 closing price
Net Assets
593.97B
USBOX
Price
$22.11
Change
+$0.06 (+0.27%)
Updated
May 1 closing price
Net Assets
314.78M
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FXAIX vs USBOX

Header iconFXAIX vs USBOX Comparison
Open Charts FXAIX vs USBOXBanner chart's image
Fidelity 500 Index
Price$194.70
Change+$1.22 (+0.63%)
VolumeN/A
Net Assets593.97B
Pear Tree Quality Ordinary
Price$22.11
Change+$0.06 (+0.27%)
VolumeN/A
Net Assets314.78M
FXAIX vs USBOX Comparison Chart
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FXAIX vs. USBOX commentary
May 03, 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 USBOX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 594B vs. USBOX (315M). FXAIX pays higher dividends than USBOX: FXAIX (1.34) vs USBOX (0.16). FXAIX was incepted earlier than USBOX: FXAIX (14 years) vs USBOX (40 years). USBOX (1.52) is less costly to investors than FXAIX (0.01). USBOX is a more actively managed with annual turnover of: 23.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than USBOX: FXAIX (0) vs USBOX (2500). FXAIX annual gain was more profitable for investors over the last year : 12.45 vs. USBOX (0.66). FXAIX return over 5 years is better than : 112.33 vs. USBOX (37.69).
FXAIXUSBOXFXAIX / USBOX
Total Expense Ratio0.011.141%
Annual Report Gross Expense Ratio0.011.521%
Fund Existence14 years40 years-
Gain YTD-4.943-1.825271%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets594B315M188,571%
Annual Yield % from dividends1.340.16822%
Returns for 1 year12.450.661,892%
Returns for 3 years40.2912.21330%
Returns for 5 years112.3337.69298%
Returns for 10 years188.2029.58636%
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