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FITLX or FXAIX or WFSPX
FITLX vs FXAIX vs WFSPX Comparison
Open Charts FITLX vs FXAIX vs WFSPX
Fidelity U.S. Sustainability Index
Price$28.13
Change-$0.19 (-0.67%)
VolumeN/A
Net Assets4.56B
iShares S&P 500 Index K
Price$730.32
Change-$11.85 (-1.60%)
VolumeN/A
Net Assets49.92B
FITLX vs FXAIX vs WFSPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 682B vs. WFSPX (49.9B) and FITLX (4.56B). FITLX (1.19), FXAIX (1.19) and WFSPX (1.18) have matching dividends . FITLX was incepted earlier than FXAIX and WFSPX: FITLX (8 years) vs FXAIX (14 years) and WFSPX (32 years). FITLX (0.11) is less costly to investors than WFSPX (0.03) and FXAIX (0.01). FITLX and WFSPX is a more actively managed with annual turnover of: 9.00 and 9.00 vs. FXAIX (2.00). FITLX and FXAIX has a lower initial minimum investment than WFSPX: FITLX (0) and FXAIX (0) vs WFSPX (5000000). FXAIX (16.72), WFSPX (16.54) and FITLX (16.08) have marching annual gain over last year. FITLX (111.74), FXAIX (109.56) and WFSPX (106.80) have equivalent 5 years return.
| FITLX | FXAIX | WFSPX | |
| Total Expense Ratio | 0.11 | 0.01 | 0.03 |
| Annual Report Gross Expense Ratio | 0.11 | 0.01 | 0.03 |
| Fund Existence | 8 years | 14 years | 32 years |
| Gain YTD | 9.175 | 8.947 | 8.922 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 5000000 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 4.56B | 682B | 49.9B |
| Annual Yield % from dividends | 1.19 | 1.19 | 1.18 |
| Returns for 1 year | 16.08 | 16.72 | 16.54 |
| Returns for 3 years | 62.57 | 61.53 | 60.92 |
| Returns for 5 years | 111.74 | 109.56 | 106.80 |
| Returns for 10 years | N/A | 233.10 | 239.95 |
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