FXAIX vs. FNILX

The year-to-date returns for both stocks are quite close, with FXAIX having a 25.57% return and FNILX slightly lower at 25.28%.

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FXAIX has a 0.02% expense ratio, which is higher than FNILX's 0.00% expense ratio. However, both funds are considered low-cost compared to the broader market, where average expense ratios usually range from 0.3% to 0.9%.

This table presents a comparison of risk-adjusted performance metrics for Fidelity 500 Index Fund (FXAIX) and Fidelity ZERO Large Cap Index Fund (FNILX). 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.

The current FXAIX Sharpe Ratio is 2.20, which is comparable to the FNILX Sharpe Ratio of 2.13. The chart below compares the historical Sharpe Ratios of FXAIX and FNILX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

FXAIX's dividend yield for the trailing twelve months is around 0.88%, more than FNILX's 0.02% yield.

The maximum FXAIX drawdown since its inception was -33.79%, roughly equal to the maximum FNILX drawdown of -33.75%. Use the drawdown chart below to compare losses from any high point for FXAIX and FNILX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 3.70%, while Fidelity ZERO Large Cap Index Fund (FNILX) has a volatility of 4.08%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FNILX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.