FFIDX vs. FXAIX
Compare and contrast key facts about Fidelity Fund (FFIDX) and Fidelity 500 Index Fund (FXAIX).
FFIDX is managed by Fidelity. It was launched on Apr 30, 1930. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FFIDX or FXAIX.
Correlation
The correlation between FFIDX and FXAIX is 0.95, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
Performance
FFIDX vs. FXAIX - Performance Comparison
Key characteristics
FFIDX:
1.78
FXAIX:
1.97
FFIDX:
2.37
FXAIX:
2.63
FFIDX:
1.33
FXAIX:
1.37
FFIDX:
2.44
FXAIX:
2.93
FFIDX:
9.72
FXAIX:
12.99
FFIDX:
2.81%
FXAIX:
1.90%
FFIDX:
15.35%
FXAIX:
12.58%
FFIDX:
-55.18%
FXAIX:
-33.79%
FFIDX:
-4.45%
FXAIX:
-3.62%
Returns By Period
In the year-to-date period, FFIDX achieves a 27.22% return, which is significantly higher than FXAIX's 24.65% return. Both investments have delivered pretty close results over the past 10 years, with FFIDX having a 13.45% annualized return and FXAIX not far behind at 12.79%.
FFIDX
27.22%
-0.73%
3.77%
28.91%
15.96%
13.45%
FXAIX
24.65%
-0.72%
7.90%
26.58%
14.57%
12.79%
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FFIDX vs. FXAIX - Expense Ratio Comparison
FFIDX has a 0.45% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FFIDX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Fund (FFIDX) and Fidelity 500 Index Fund (FXAIX). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
Dividends
FFIDX vs. FXAIX - Dividend Comparison
FFIDX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 0.89%.
| TTM | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | 2013 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FFIDX Fidelity Fund | 0.00% | 0.66% | 0.67% | 0.26% | 0.75% | 0.83% | 1.08% | 1.00% | 1.06% | 5.15% | 12.31% | 8.52% |
FXAIX Fidelity 500 Index Fund | 0.89% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% | 1.84% |
Drawdowns
FFIDX vs. FXAIX - Drawdown Comparison
The maximum FFIDX drawdown since its inception was -55.18%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for FFIDX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
FFIDX vs. FXAIX - Volatility Comparison
Fidelity Fund (FFIDX) has a higher volatility of 4.22% compared to Fidelity 500 Index Fund (FXAIX) at 3.62%. This indicates that FFIDX's price experiences larger fluctuations and is considered to be riskier than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.