FXAIX
Price
$204.50
Change
-$6.21 (-2.95%)
Updated
Dec 18 closing price
YCGEX
Price
$31.09
Change
-$0.76 (-2.39%)
Updated
Dec 18 closing price
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FXAIX vs YCGEX

Header iconFXAIX vs YCGEX Comparison
Open Charts FXAIX vs YCGEXBanner chart's image
Fidelity 500 Index
Price$204.50
Change-$6.21 (-2.95%)
VolumeN/A
CapitalizationN/A
YCG Enhanced
Price$31.09
Change-$0.76 (-2.39%)
VolumeN/A
CapitalizationN/A
FXAIX vs YCGEX Comparison Chart
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FXAIX vs. YCGEX commentary
Dec 19, 2024

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 Buy.

FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 632B vs. YCGEX (564M). 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 : 29.40 vs. YCGEX (10.88). FXAIX return over 5 years is better than : 104.23 vs. YCGEX (49.68).
FXAIXYCGEXFXAIX / YCGEX
Total Expense RatioN/AN/A-
Annual Report Gross Expense RatioN/AN/A-
Fund Existence14 years12 years-
Gain YTD28.55010.571270%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets632B564M112,057%
Annual Yield % from dividends1.310.00-
Returns for 1 year29.4010.88270%
Returns for 3 years37.1412.29302%
Returns for 5 years104.2349.68210%
Returns for 10 years217.91133.12164%
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