FXAIX
Price
$190.53
Change
+$3.78 (+2.02%)
Updated
Apr 24 closing price
Net Assets
597.55B
USRTX
Price
$29.39
Change
+$0.42 (+1.45%)
Updated
Apr 24 closing price
Net Assets
555.79M
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FXAIX vs USRTX

Header iconFXAIX vs USRTX Comparison
Open Charts FXAIX vs USRTXBanner chart's image
Fidelity 500 Index
Price$190.53
Change+$3.78 (+2.02%)
VolumeN/A
Net Assets597.55B
Horizon Multi-Factor U.S. Equity Advisor
Price$29.39
Change+$0.42 (+1.45%)
VolumeN/A
Net Assets555.79M
FXAIX vs USRTX Comparison Chart
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FXAIX vs. USRTX commentary
Apr 25, 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 USRTX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 598B vs. USRTX (556M). FXAIX pays higher dividends than USRTX: FXAIX (1.30) vs USRTX (0.16). FXAIX was incepted earlier than USRTX: FXAIX (14 years) vs USRTX (5 years). USRTX (1.22) is less costly to investors than FXAIX (0.01). USRTX is a more actively managed with annual turnover of: 164.00 vs. FXAIX (2.00). 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 : 7.42 vs. USRTX (-3.44). FXAIX return over 5 years is better than : 104.55 vs. USRTX (32.42).
FXAIXUSRTXFXAIX / USRTX
Total Expense Ratio0.011.221%
Annual Report Gross Expense Ratio0.011.221%
Fund Existence14 years5 years-
Gain YTD-8.250-4.326191%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets598B556M107,554%
Annual Yield % from dividends1.300.16805%
Returns for 1 year7.42-3.44-216%
Returns for 3 years31.0011.90260%
Returns for 5 years104.5532.42322%
Returns for 10 years178.96N/A-
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