FXAIX
Price
$220.34
Change
-$0.17 (-0.08%)
Updated
Aug 7 closing price
Net Assets
681.82B
YCGEX
Price
$32.04
Change
-$0.17 (-0.53%)
Updated
Aug 7 closing price
Net Assets
582.73M
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FXAIX vs YCGEX

Header iconFXAIX vs YCGEX Comparison
Open Charts FXAIX vs YCGEXBanner chart's image
Fidelity 500 Index
Price$220.34
Change-$0.17 (-0.08%)
VolumeN/A
Net Assets681.82B
YCG Enhanced
Price$32.04
Change-$0.17 (-0.53%)
VolumeN/A
Net Assets582.73M
FXAIX vs YCGEX Comparison Chart in %
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FXAIX vs. YCGEX commentary
Aug 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 StrongBuy and YCGEX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. YCGEX (583M). 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 : 23.62 vs. YCGEX (6.71). FXAIX return over 5 years is better than : 103.95 vs. YCGEX (51.51).
FXAIXYCGEXFXAIX / YCGEX
Total Expense Ratio0.011.191%
Annual Report Gross Expense Ratio0.011.191%
Fund Existence14 years13 years-
Gain YTD8.6613.970218%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets682B583M116,981%
Annual Yield % from dividends1.190.052,307%
Returns for 1 year23.626.71352%
Returns for 3 years60.2332.08188%
Returns for 5 years103.9551.51202%
Returns for 10 years231.01132.41174%
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