FXAIX
Price
$238.18
Change
+$0.16 (+0.07%)
Updated
Nov 12 closing price
Net Assets
736.94B
SDVSX
Price
$18.32
Change
+$0.07 (+0.38%)
Updated
Nov 12 closing price
Net Assets
233.52M
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FXAIX vs SDVSX

Header iconFXAIX vs SDVSX Comparison
Open Charts FXAIX vs SDVSXBanner chart's image
Fidelity 500 Index
Price$238.18
Change+$0.16 (+0.07%)
VolumeN/A
Net Assets736.94B
Sit Dividend Growth S
Price$18.32
Change+$0.07 (+0.38%)
VolumeN/A
Net Assets233.52M
FXAIX vs SDVSX Comparison Chart in %
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VS
FXAIX vs. SDVSX commentary
Nov 14, 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 SDVSX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 737B vs. SDVSX (234M). FXAIX pays higher dividends than SDVSX: FXAIX (1.11) vs SDVSX (0.68). FXAIX was incepted earlier than SDVSX: FXAIX (15 years) vs SDVSX (20 years). SDVSX (1.25) is less costly to investors than FXAIX (0.01). SDVSX is a more actively managed with annual turnover of: 48.72 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SDVSX: FXAIX (0) vs SDVSX (5000). FXAIX annual gain was more profitable for investors over the last year : 15.86 vs. SDVSX (3.93). FXAIX return over 5 years is better than : 105.43 vs. SDVSX (25.37).
FXAIXSDVSXFXAIX / SDVSX
Total Expense Ratio0.010.952%
Annual Report Gross Expense Ratio0.011.251%
Fund Existence15 years20 years-
Gain YTD17.62818.35296%
Front LoadN/AN/A-
Min. Initial Investment05000-
Min. Initial Investment IRAN/AN/A-
Net Assets737B234M314,957%
Annual Yield % from dividends1.110.68164%
Returns for 1 year15.863.93404%
Returns for 3 years79.0524.57322%
Returns for 5 years105.4325.37416%
Returns for 10 years272.3424.081,131%
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