FXAIX
Price
$240.68
Change
+$0.78 (+0.33%)
Updated
Dec 24 closing price
Net Assets
738.56B
SDVGX
Price
$17.07
Change
+$0.07 (+0.41%)
Updated
Dec 24 closing price
Net Assets
231.72M
Interact to see
Advertisement

FXAIX vs SDVGX

Header iconFXAIX vs SDVGX Comparison
Open Charts FXAIX vs SDVGXBanner chart's image
Fidelity 500 Index
Price$240.68
Change+$0.78 (+0.33%)
VolumeN/A
Net Assets738.56B
Sit Dividend Growth I
Price$17.07
Change+$0.07 (+0.41%)
VolumeN/A
Net Assets231.72M
FXAIX vs SDVGX Comparison Chart in %
View a ticker or compare two or three
VS
FXAIX vs. SDVGX commentary
Dec 26, 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.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. SDVGX (232M). FXAIX pays higher dividends than SDVGX: FXAIX (1.11) vs SDVGX (0.92). FXAIX was incepted earlier than SDVGX: FXAIX (15 years) vs SDVGX (22 years). SDVGX (0.70) 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 : 15.86 vs. SDVGX (7.65). FXAIX return over 5 years is better than : 100.72 vs. SDVGX (20.94).
FXAIXSDVGXFXAIX / SDVGX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.702%
Fund Existence15 years22 years-
Gain YTD18.9429.643196%
Front LoadN/AN/A-
Min. Initial Investment0100000-
Min. Initial Investment IRAN/AN/A-
Net Assets739B232M318,534%
Annual Yield % from dividends1.110.92120%
Returns for 1 year15.867.65207%
Returns for 3 years87.5830.00292%
Returns for 5 years100.7220.94481%
Returns for 10 years271.7928.74946%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
ALBAX93.130.35
+0.38%
Alger Growth & Income A
HGISX57.170.16
+0.28%
Hartford Core Equity R4
FSUMX16.660.04
+0.24%
Fidelity Series Sustainable U.S. Market
FEBCX15.990.02
+0.13%
First Eagle Global Income Builder C
PASIX10.17N/A
N/A
PACE Alternative Strategies A