FXAIX vs. FSMAX

In the year-to-date period, FXAIX achieves a 25.57% return, which is significantly higher than FSMAX's 17.83% return. Over the past 10 years, FXAIX has outperformed FSMAX with an annualized return of 12.86%, while FSMAX has yielded a comparatively lower 9.57% annualized return.

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FXAIX has a 0.02% expense ratio, which is lower than FSMAX's 0.04% expense ratio. Despite the difference, 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 Extended Market Index Fund (FSMAX). 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 higher than the FSMAX Sharpe Ratio of 1.13. The chart below compares the historical Sharpe Ratios of FXAIX and FSMAX, 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%, while FSMAX has not paid dividends to shareholders.

The maximum FXAIX drawdown since its inception was -33.79%, smaller than the maximum FSMAX drawdown of -41.67%. Use the drawdown chart below to compare losses from any high point for FXAIX and FSMAX. For additional features, visit the drawdowns tool.

The current volatility for Fidelity 500 Index Fund (FXAIX) is 3.70%, while Fidelity Extended Market Index Fund (FSMAX) has a volatility of 6.26%. This indicates that FXAIX experiences smaller price fluctuations and is considered to be less risky than FSMAX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.