FXAIX
Price
$233.25
Change
-$0.89 (-0.38%)
Updated
Oct 7 closing price
Net Assets
722.95B
YCGEX
Price
$32.54
Change
+$0.05 (+0.15%)
Updated
Oct 7 closing price
Net Assets
580.21M
Interact to see
Advertisement

FXAIX vs YCGEX

Header iconFXAIX vs YCGEX Comparison
Open Charts FXAIX vs YCGEXBanner chart's image
Fidelity 500 Index
Price$233.25
Change-$0.89 (-0.38%)
VolumeN/A
Net Assets722.95B
YCG Enhanced
Price$32.54
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets580.21M
FXAIX vs YCGEX Comparison Chart in %
View a ticker or compare two or three
VS
FXAIX vs. YCGEX commentary
Oct 08, 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 YCGEX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. YCGEX (580M). FXAIX pays higher dividends than YCGEX: FXAIX (1.12) vs YCGEX (0.05). FXAIX was incepted earlier than YCGEX: FXAIX (14 years) vs YCGEX (13 years). YCGEX (1.19) is less costly to investors than FXAIX (0.01). YCGEX is a more actively managed with annual turnover of: 8.00 vs. FXAIX (2.00). FXAIX has a lower initial minimum investment than YCGEX: FXAIX (0) vs YCGEX (2500). FXAIX annual gain was more profitable for investors over the last year : 19.85 vs. YCGEX (2.93). FXAIX return over 5 years is better than : 110.49 vs. YCGEX (45.51).
FXAIXYCGEXFXAIX / YCGEX
Total Expense Ratio0.011.191%
Annual Report Gross Expense Ratio0.011.191%
Fund Existence14 years13 years-
Gain YTD15.7104.874322%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets723B580M124,655%
Annual Yield % from dividends1.120.052,175%
Returns for 1 year19.852.93676%
Returns for 3 years93.4755.24169%
Returns for 5 years110.4945.51243%
Returns for 10 years268.48146.57183%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
PACK5.70N/A
N/A
Ranpak Holdings Corp
CBAT0.94-0.04
-3.74%
CBAK Energy Technology
AEMD0.73-0.05
-5.82%
Aethlon Medical Inc
SPHR59.67-3.76
-5.93%
Sphere Entertainment Co
SAIL22.00-1.63
-6.90%
SailPoint Inc