FXAIX
Price
$208.30
Change
+$2.07 (+1.00%)
Updated
Jan 17 closing price
Net Assets
619.45B
YCGEX
Price
$31.33
Change
+$0.07 (+0.22%)
Updated
Jan 17 closing price
Net Assets
572.6M
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FXAIX vs YCGEX

Header iconFXAIX vs YCGEX Comparison
Open Charts FXAIX vs YCGEXBanner chart's image
Fidelity 500 Index
Price$208.30
Change+$2.07 (+1.00%)
VolumeN/A
Net Assets619.45B
YCG Enhanced
Price$31.33
Change+$0.07 (+0.22%)
VolumeN/A
Net Assets572.6M
FXAIX vs YCGEX Comparison Chart
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FXAIX vs. YCGEX 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 YCGEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 619B vs. YCGEX (573M). FXAIX pays higher dividends than YCGEX: FXAIX (1.31) vs YCGEX (0.00). FXAIX was incepted earlier than YCGEX: FXAIX (14 years) vs YCGEX (12 years). YCGEX is a more actively managed with annual turnover of: 18.00 vs. FXAIX (3.00). 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 : 27.15 vs. YCGEX (9.68). FXAIX return over 5 years is better than : 94.81 vs. YCGEX (41.84).
FXAIXYCGEXFXAIX / YCGEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years12 years-
Gain YTD2.0131.130178%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets619B573M108,028%
Annual Yield % from dividends1.310.00-
Returns for 1 year27.159.68281%
Returns for 3 years37.2215.84235%
Returns for 5 years94.8141.84227%
Returns for 10 years222.48138.48161%
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