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For these two funds, FLCPX has an expense ratio of 0.02% while FXAIX has an expense ratio of 0.02%. In this case, both of these funds have the same fee. Winner: tie Fund Size Comparison. Both FLCPX and FXAIX have a similar number of assets under management. FLCPX has 13.5 Billion in assets under management, while FXAIX has 224 Billion.FXAIX and IVV are slightly different. Those interested in an in-depth comparison can read my review of FXAIX vs IVV. Is the Fidelity 500 Index Fund (FXAIX) good for a 401k? The Fidelity 500 Index Fund is a popular choice among employers and appears on many 401k fund menus. It is not a bad choice for investors looking for exposure to the US ...A pour-over will stipulates that assets not in a trust at the time of your death will automatically be left to it. Here's how it works. Calculators Helpful Guides Compare Rates Len...Fund Size Comparison. Both FXAIX and VFINX have a similar number of assets under management. FXAIX has 224 Billion in assets under management, while VFINX has 483 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.FNILX vs FXAIX: Key differences. There are a few key differences between these two funds. First, there are no fees attached to FNILX. This help investors save some more money because they don’t have to pay an extra management fee to Fidelity. FXAIX, on the other hand, charges 0.02% per year. However, the difference in costs is very …This article instead addresses the three most common versions of US stock index funds: S&P 500. Total market. Small company. Not only can those funds be evaluated en masse, but they also contain ...As of April 2023, FXAIX, which was created in 1998, has assets that total $364 billion invested in 506 different holdings. The top 10 FXAIX holdings are the exact same as the top 10 from FSKAX. The difference is that FXAIX makes that top 10 a larger percentage of the overall portfolio (25.51% compared to the 21.45% of FSKAX).Vanguard 500 Index Fund (VFIAX) 14.5%. 0.04%. $3,000. Fidelity 500 index fund (FXAIX) 14.5%. 0.015%. None. Each of these funds tracks the S&P 500 index, so it's little surprise that they have ...Fidelity Zero Large Cap Index Fund or FNILX is a part of an exclusive Fidelity offering with $0 minimum investment minimum and 0% expense ratios. FXAIX, on the other hand, has an expense ratio of 0.02%. Generally, an expense ratio of 0.02% is very low compared to other mutual funds.So, allocation to FXAIX should be considered in the context of your overall investment strategy. What is Fidelity's equivalent to VOO? FXAIX is Fidelity's equivalent to VOO - both track the S&P 500 index, offering exposure to the large-cap U.S. equity market. You Also Might Be Interested In. VFIAX vs. VOO. IVV vs. VOO. VTI vs. QQQ. FXAIX vs ...Apr 5, 2024 · Updated April 5, 2024. Disclosure. Discover a comparison of FXAIX vs. IVV to determine which is best for you! Use the table below to compare their key characteristics. FXAIX vs. IVV Key Characteristics. Overview of FXAIX. FXAIX, the Fidelity 500 Index Fund, is a mutual fund managed by Fidelity Investments.S&P 500: FXAIX, IVV, SWPPX, VOO, VFIAX, SPY, etc. Total US stock market: ITOT, SCHB, VTSAX, FSKAX, VTI, SWTSX, etc. ... (FXAIX) because Fidelity's initial investment is $1. Sticking to 1 broker is completely appropriate and a self preference. Simplicity these days is a beautiful thing. Any brand of ETFs are free to trade at any broker these ...SPY vs. FXAIX - Sharpe Ratio Comparison. The current SPY Sharpe Ratio is 2.69, which roughly equals the FXAIX Sharpe Ratio of 2.69. The chart below compares the 12-month rolling Sharpe Ratio of SPY and FXAIX. MAX 10Y 5Y 1Y YTD 6M. Rolling 12-month Sharpe Ratio 1.00 1.50 2.00 2.50 3.00 December 2024 February March April …FXAIX and IVV are both mutual fund and ETF products that track the S&P 500 index, a popular benchmark of the US stock market. Learn how they differ in performance, fees, tracking errors, liquidity, and tax implications.FSPTX vs. FXAIX - Performance Comparison. In the year-to-date period, FSPTX achieves a 19.89% return, which is significantly higher than FXAIX's 11.87% return. Over the past 10 years, FSPTX has outperformed FXAIX with an annualized return of 20.73%, while FXAIX has yielded a comparatively lower 12.83% annualized return.FDGRX was incepted earlier than FXAIX: FDGRX (41 years) vs FXAIX (13 years). FDGRX is a more actively managed with annual turnover of: 12.00 vs. FXAIX (3.00). FDGRX (0) and FXAIX (0) have matching initial minimum investment requirements. FDGRX annual gain was more profitable for investors over the last year : 38.63 vs. FXAIX (28.23).FZROX vs FXAIX: Key differences. Both funds are good choices for investors. However, FZROX has some advantages over FXAIX. First, it has no fees. Second, it tracks the total stock market, while FXAIX only tracks the S&P 500. This means that FZROX gives you exposure to a wider range of stocks.However, I cannot decide on which index fund to commit to. While FXAIX has a .01% lower expense ratio, I'm aware of the tax efficiency for capital gains within VOO. Though the differences may seem minor, I know they can add up over the years. When investing in the long term, which fund would be more advantageous for overall growth.This approach allows SPRXX to capitalize on global economic trends while achieving a diversified portfolio. SPAXX, in contrast, limits its exposure to U.S. government securities and repurchase agreements. As a result, SPAXX's holdings exhibit a lower risk level, making the fund more resilient during volatile market conditions but could limit ...In the year-to-date period, FMILX achieves a 17.77% return, which is significantly higher than FXAIX's 11.87% return. Over the past 10 years, FMILX has underperformed FXAIX with an annualized return of 10.97%, while FXAIX has yielded a comparatively higher 12.83% annualized return. The chart below displays the growth of a $10,000 investment in ...Expense Ratio. The key difference between these three ETFs is their expense ratio – SPY has an annual expense ratio of 0.0945% while VOO and IVV charges 0.03%. Although insignificant, the 0.06% difference can directly affect your overall returns. Overtime, this could add up.FBALX vs. FXAIX Dividend Yield. Both FBALX and FXAIX pay dividends to their shareholders from the earnings of their underlying stocks. The dividend yield is a measure of how much a company pays in dividends relative to its share price. As of 1/15/2024 the dividend yield of FBALX is 0.98%, while the dividend yield of FXAIX is 1.69%.Fund Size Comparison. Both DODIX and FXAIX have a similar number of assets under management. DODIX has 66 Billion in assets under management, while FXAIX has 224 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.Selling FXAIX after not holding for a month is a round trip violPerformance. Based on market price, VTI boasts a Fidelity's S&P 500 index fund is FXAIX, not FSKAX. FSKAX is something different. ETF stands for "Exchange Traded Fund." It is like a mutual fund, but ETFs can be traded like stocks during the day and track prices minute by minute, whereas mutual funds only are valued at the close of the trading day. ... IVV, etc. So they are all ETF funds. SPY ... Ultimately both of the two portfolios would be con The lifetime returns for FXAIX are about 3% higher than FNILX (10.10% vs. 7.09%). One reason for this is that FXAIX has been around for a few decades while FNILX is only four years old. However, it should be pointed out that even when you consider 2022 alone, FXAIX has outperformed FNILX by over 1.5% (-15.49% vs. -17.10%).FXAIX vs IVV: An Overview. FXAIX and IVV both track the S&P 500 index or 500 of the largest U.S. companies. Therefore, these funds are popular for investors seeking broad exposure to the overall U.S. stock market. That said, it’s crucial to understand that despite their similar investment objective, ... FXAIX Performance - Review the performance hist

Both FXAIX and SPY have a similar number of assets under management. FXAIX has 224 Billion in assets under management, while SPY has 271 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund. A large fund by itself doesn't mean it's a good fund, but it is one ...SPY vs. VOO vs. IVV SPY is the biggest of the bunch and charges 0.09% annually (technically, it's 0.0945% but we'll just round it off). IVV and VOO come in much lower at just 0.03%.FXAIX Performance - Review the performance history of the Fidelity 500 Index fund to see it's current status, yearly returns, and dividend history.Open Charts FXAIX vs IVV vs VTSAX. FXAIX. Fidelity 500 Index @LargeBlend. Price $180.24. Change-$0.01 (-0.01%) Volume N/A. Capitalization N/A. View Less. IVV. iShares ...Learn the differences and similarities between Fidelity 500 Index Fund (FXAIX) and iShares Core S&P 500 ETF (IVV), two popular funds that track the S&P …

In the past year, SPY returned a total of 28.05%, which is slightly lower than IVV's 28.26% return. Over the past 10 years, SPY has had annualized average returns of 12.59% , compared to 12.65% for IVV. These numbers are adjusted for stock splits and include dividends.Fund Size Comparison. Both FXAIX and FZROX have a similar number of assets under management. FXAIX has 224 Billion in assets under management, while FZROX has 5.28 Billion . Minafi categorizes both of these funds as large funds. Fund size is a good indication of how many other investors trust this fund.…

Reader Q&A - also see RECOMMENDED ARTICLES & FAQs. For these two funds, FLCPX has an expens. Possible cause: Jepq holds growth/tech sector stocks. Jepi holds value/aristocrat stocks. I.