FXAIX
Price
$240.44
Change
+$6.47 (+2.77%)
Updated
Feb 3 closing price
Net Assets
752.97B
LVOLX
Price
$18.44
Change
-$0.16 (-0.86%)
Updated
Feb 3 closing price
Net Assets
212.64M
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FXAIX vs LVOLX

Header iconFXAIX vs LVOLX Comparison
Open Charts FXAIX vs LVOLXBanner chart's image
Fidelity 500 Index
Price$240.44
Change+$6.47 (+2.77%)
VolumeN/A
Net Assets752.97B
SGI US Large Cap Equity A
Price$18.44
Change-$0.16 (-0.86%)
VolumeN/A
Net Assets212.64M
FXAIX vs LVOLX Comparison Chart in %
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FXAIX vs. LVOLX commentary
Feb 05, 2026

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 Buy and LVOLX is a Buy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. LVOLX (213M). FXAIX pays higher dividends than LVOLX: FXAIX (1.10) vs LVOLX (0.34). FXAIX was incepted earlier than LVOLX: FXAIX (15 years) vs LVOLX (10 years). LVOLX (1.23) is less costly to investors than FXAIX (0.01). LVOLX is a more actively managed with annual turnover of: 171.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than LVOLX: FXAIX (0) vs LVOLX (1000). FXAIX annual gain was more profitable for investors over the last year : 17.83 vs. LVOLX (0.46). FXAIX return over 5 years is better than : 93.74 vs. LVOLX (-9.77).
FXAIXLVOLXFXAIX / LVOLX
Total Expense Ratio0.011.231%
Annual Report Gross Expense Ratio0.011.231%
Fund Existence15 years10 years-
Gain YTD1.9984.35846%
Front LoadN/A5%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets753B213M353,521%
Annual Yield % from dividends1.100.34327%
Returns for 1 year17.830.463,913%
Returns for 3 years75.944.521,681%
Returns for 5 years93.74-9.77-959%
Returns for 10 years310.9746.49669%
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