Correlation
The correlation between FIRNX and FXAIX is 0.75, 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.
FIRNX vs. FXAIX
Compare and contrast key facts about Fidelity Simplicity RMD Income Fund (FIRNX) and Fidelity 500 Index Fund (FXAIX).
FIRNX is managed by Fidelity. It was launched on Aug 30, 2007. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: FIRNX or FXAIX.
Performance
FIRNX vs. FXAIX - Performance Comparison
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Key characteristics
Returns By Period
FIRNX
N/A
N/A
N/A
N/A
N/A
N/A
N/A
FXAIX
1.34%
6.29%
-1.07%
14.76%
14.51%
16.00%
12.68%
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FIRNX vs. FXAIX - Expense Ratio Comparison
FIRNX has a 0.46% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
FIRNX vs. FXAIX — Risk-Adjusted Performance Rank
FIRNX
FXAIX
FIRNX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Fidelity Simplicity RMD Income Fund (FIRNX) 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.
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Dividends
FIRNX vs. FXAIX - Dividend Comparison
FIRNX has not paid dividends to shareholders, while FXAIX's dividend yield for the trailing twelve months is around 1.55%.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
FIRNX Fidelity Simplicity RMD Income Fund | 2.59% | 3.15% | 2.89% | 3.51% | 2.40% | 1.14% | 1.62% | 1.69% | 1.19% | 1.22% | 3.71% | 3.47% |
FXAIX Fidelity 500 Index Fund | 1.55% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 2.06% | 2.72% | 1.97% | 2.52% | 2.83% | 2.08% |
Drawdowns
FIRNX vs. FXAIX - Drawdown Comparison
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Volatility
FIRNX vs. FXAIX - Volatility Comparison
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