FXAIX
Price
$231.56
Change
+$1.22 (+0.53%)
Updated
Oct 17 closing price
Net Assets
722.95B
SDVGX
Price
$17.88
Change
+$0.08 (+0.45%)
Updated
Oct 17 closing price
Net Assets
229.06M
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FXAIX vs SDVGX

Header iconFXAIX vs SDVGX Comparison
Open Charts FXAIX vs SDVGXBanner chart's image
Fidelity 500 Index
Price$231.56
Change+$1.22 (+0.53%)
VolumeN/A
Net Assets722.95B
Sit Dividend Growth I
Price$17.88
Change+$0.08 (+0.45%)
VolumeN/A
Net Assets229.06M
FXAIX vs SDVGX Comparison Chart in %
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FXAIX vs. SDVGX commentary
Oct 19, 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 Hold and SDVGX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SDVGX (229M). FXAIX pays higher dividends than SDVGX: FXAIX (1.12) vs SDVGX (0.96). FXAIX was incepted earlier than SDVGX: FXAIX (14 years) vs SDVGX (22 years). SDVGX (1.00) is less costly to investors than FXAIX (0.01). SDVGX is a more actively managed with annual turnover of: 48.72 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SDVGX: FXAIX (0) vs SDVGX (100000). FXAIX annual gain was more profitable for investors over the last year : 15.54 vs. SDVGX (1.91). FXAIX return over 5 years is better than : 105.92 vs. SDVGX (27.44).
FXAIXSDVGXFXAIX / SDVGX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.011.002%
Fund Existence14 years22 years-
Gain YTD14.43514.84597%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets723B229M315,721%
Annual Yield % from dividends1.120.96116%
Returns for 1 year15.541.91812%
Returns for 3 years87.1631.40278%
Returns for 5 years105.9227.44386%
Returns for 10 years261.5223.041,135%
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