FXAIX
Price
$240.44
Change
+$6.47 (+2.77%)
Updated
Feb 3 closing price
Net Assets
752.97B
SRFMX
Price
$11.71
Change
-$3.64 (-23.71%)
Updated
Feb 3 closing price
Net Assets
78.62M
Interact to see
Advertisement

FXAIX vs SRFMX

Header iconFXAIX vs SRFMX Comparison
Open Charts FXAIX vs SRFMXBanner chart's image
Fidelity 500 Index
Price$240.44
Change+$6.47 (+2.77%)
VolumeN/A
Net Assets752.97B
Sarofim Equity
Price$11.71
Change-$3.64 (-23.71%)
VolumeN/A
Net Assets78.62M
FXAIX vs SRFMX Comparison Chart in %
View a ticker or compare two or three
VS
FXAIX vs. SRFMX commentary
Feb 05, 2026

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 Buy and SRFMX is a Buy.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FXAIX has more cash in the bank: 753B vs. SRFMX (78.6M). FXAIX pays higher dividends than SRFMX: FXAIX (1.10) vs SRFMX (0.37). 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 : 17.83 vs. SRFMX (-18.46). FXAIX return over 5 years is better than : 93.74 vs. SRFMX (-22.39).
FXAIXSRFMXFXAIX / SRFMX
Total Expense Ratio0.010.702%
Annual Report Gross Expense Ratio0.010.782%
Fund Existence15 years12 years-
Gain YTD1.998-1.348-148%
Front LoadN/AN/A-
Min. Initial Investment02500-
Min. Initial Investment IRAN/AN/A-
Net Assets753B78.6M958,015%
Annual Yield % from dividends1.100.37300%
Returns for 1 year17.83-18.46-97%
Returns for 3 years75.94-16.14-471%
Returns for 5 years93.74-22.39-419%
Returns for 10 years310.9745.87678%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
STOCK / NAMEPrice $Chg $Chg %
KSBI65.002.90
+4.67%
K S Bancorp, Inc.
BDRFF114.22N/A
N/A
Beiersdorf AG
CODAF22.34N/A
N/A
Codan Ltd
RCKHF1.01N/A
N/A
Rockhopper Exploration Plc
OKMN0.04N/A
N/A
OKMIN RESOURCES, INC.