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FXAIX or FZROX or SWPPX
FXAIX vs FZROX vs SWPPX Comparison
Open Charts FXAIX vs FZROX vs SWPPX
FXAIX vs FZROX vs SWPPX Comparison Chart in %
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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 832B vs. SWPPX (141B) and FZROX (38.6B). FXAIX and SWPPX pays higher dividends than FZROX: FXAIX (1.03) and SWPPX (1.00) vs FZROX (0.92). FXAIX was incepted earlier than FZROX and SWPPX: FXAIX (15 years) vs FZROX (8 years) and SWPPX (29 years). SWPPX (0.02) is less costly to investors than FXAIX (0.01) and FZROX (0.00). FXAIX (3.00), FZROX (3.00) and SWPPX (3.00) have comparable annual turnover. FXAIX (0), FZROX (0) and SWPPX (0) have matching initial minimum investment requirements. FZROX (22.00), FXAIX (21.19) and SWPPX (21.18) have marching annual gain over last year. SWPPX return over 5 years is better than : 122.01 vs. FXAIX (84.53) and FZROX (76.53).
| FXAIX | FZROX | SWPPX | |
| Total Expense Ratio | 0.01 | 0.00 | 0.02 |
| Annual Report Gross Expense Ratio | 0.01 | 0.00 | 0.02 |
| Fund Existence | 15 years | 8 years | 29 years |
| Gain YTD | 8.052 | 8.926 | 8.039 |
| Front Load | N/A | N/A | N/A |
| Min. Initial Investment | 0 | 0 | 0 |
| Min. Initial Investment IRA | N/A | N/A | N/A |
| Net Assets | 832B | 38.6B | 141B |
| Annual Yield % from dividends | 1.03 | 0.92 | 1.00 |
| Returns for 1 year | 21.19 | 22.00 | 21.18 |
| Returns for 3 years | 74.85 | 74.62 | 100.85 |
| Returns for 5 years | 84.53 | 76.53 | 122.01 |
| Returns for 10 years | 300.39 | N/A | 420.23 |
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