FXAIX
Price
$226.19
Change
+$0.72 (+0.32%)
Updated
Aug 28 closing price
Net Assets
681.82B
YCGEX
Price
$32.54
Change
+$0.13 (+0.40%)
Updated
Aug 28 closing price
Net Assets
584.22M
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FXAIX vs YCGEX

Header iconFXAIX vs YCGEX Comparison
Open Charts FXAIX vs YCGEXBanner chart's image
Fidelity 500 Index
Price$226.19
Change+$0.72 (+0.32%)
VolumeN/A
Net Assets681.82B
YCG Enhanced
Price$32.54
Change+$0.13 (+0.40%)
VolumeN/A
Net Assets584.22M
FXAIX vs YCGEX Comparison Chart in %
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FXAIX vs. YCGEX commentary
Aug 29, 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 StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. YCGEX (584M). FXAIX pays higher dividends than YCGEX: FXAIX (1.19) 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 : 17.40 vs. YCGEX (1.94). FXAIX return over 5 years is better than : 98.97 vs. YCGEX (44.70).
FXAIXYCGEXFXAIX / YCGEX
Total Expense Ratio0.011.191%
Annual Report Gross Expense Ratio0.011.191%
Fund Existence14 years13 years-
Gain YTD11.1064.616241%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets682B584M116,781%
Annual Yield % from dividends1.190.052,307%
Returns for 1 year17.401.94898%
Returns for 3 years68.0939.41173%
Returns for 5 years98.9744.70221%
Returns for 10 years260.49153.58170%
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