FXAIX
Price
$240.63
Change
-$0.05 (-0.02%)
Updated
Dec 26 closing price
Net Assets
738.56B
SRFMX
Price
$11.99
Change
+$0.03 (+0.25%)
Updated
Dec 26 closing price
Net Assets
79.49M
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FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$240.63
Change-$0.05 (-0.02%)
VolumeN/A
Net Assets738.56B
Sarofim Equity
Price$11.99
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets79.49M
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX commentary
Dec 28, 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 SRFMX is a StrongBuy.

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FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 739B vs. SRFMX (79.5M). FXAIX pays higher dividends than SRFMX: FXAIX (1.11) vs SRFMX (0.38). FXAIX was incepted earlier than SRFMX: FXAIX (15 years) vs SRFMX (12 years). SRFMX (0.78) is less costly to investors than FXAIX (0.01). SRFMX is a more actively managed with annual turnover of: 13.00 vs. FXAIX (3.00). FXAIX has a lower initial minimum investment than SRFMX: FXAIX (0) vs SRFMX (2500). FXAIX annual gain was more profitable for investors over the last year : 15.89 vs. SRFMX (-16.68). FXAIX return over 5 years is better than : 100.72 vs. SRFMX (-18.26).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence15 years12 years-
Gain YTD18.942-14.649-129%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets739B79.5M929,560%
Annual Yield % from dividends1.110.38289%
Returns for 1 year15.89-16.68-95%
Returns for 3 years88.33-9.47-933%
Returns for 5 years100.72-18.26-552%
Returns for 10 years268.5837.41718%
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