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FXAIX vs SRFMX
FXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMX
FXAIX vs SRFMX Comparison Chart in %
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FXAIX vs. SRFMX 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 SRFMX is a Buy.
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 723B vs. SRFMX (89.2M). FXAIX pays higher dividends than SRFMX: FXAIX (1.12) vs SRFMX (0.39). FXAIX was incepted earlier than SRFMX: FXAIX (14 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 : 14.93 vs. SRFMX (-9.10). FXAIX return over 5 years is better than : 104.83 vs. SRFMX (2.47).
| FXAIX | SRFMX | FXAIX / SRFMX | |
| Total Expense Ratio | 0.01 | 0.70 | 2% |
| Annual Report Gross Expense Ratio | 0.01 | 0.78 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 13.832 | 8.060 | 172% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 723B | 89.2M | 810,538% |
| Annual Yield % from dividends | 1.12 | 0.39 | 288% |
| Returns for 1 year | 14.93 | -9.10 | -164% |
| Returns for 3 years | 86.18 | 12.95 | 665% |
| Returns for 5 years | 104.83 | 2.47 | 4,243% |
| Returns for 10 years | 259.62 | 65.91 | 394% |
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