FXAIX
Price
$208.30
Change
+$2.07 (+1.00%)
Updated
Jan 17 closing price
Net Assets
619.45B
USRTX
Price
$30.80
Change
+$0.24 (+0.79%)
Updated
Jan 17 closing price
Net Assets
584.31M
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FXAIX vs USRTX

Header iconFXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTXBanner chart's image
Fidelity 500 Index
Price$208.30
Change+$2.07 (+1.00%)
VolumeN/A
Net Assets619.45B
Horizon Multi-Factor U.S. Equity Advisor
Price$30.80
Change+$0.24 (+0.79%)
VolumeN/A
Net Assets584.31M
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Jan 19, 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 USRTX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. USRTX (584M). FXAIX pays higher dividends than USRTX: FXAIX (1.31) vs USRTX (0.35). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (5 years). USRTX is a more actively managed with annual turnover of: 238.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than USRTX: FXAIX (0) vs USRTX (2500). FXAIX annual gain was more profitable for investors over the last year : 27.15 vs. USRTX (9.47).
FXAIXUSRTXFXAIX / USRTX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years5 years-
Gain YTD2.0131.717117%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets619B584M105,993%
Annual Yield % from dividends1.310.35371%
Returns for 1 year27.159.47287%
Returns for 3 years37.2215.48240%
Returns for 5 years94.81N/A-
Returns for 10 years222.48N/A-
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