SDLAX vs. FXAIX
Compare and contrast key facts about SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) and Fidelity 500 Index Fund (FXAIX).
SDLAX is managed by SEI. It was launched on Jul 30, 2010. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SDLAX or FXAIX.
Correlation
The correlation between SDLAX and FXAIX is 0.96, 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
SDLAX vs. FXAIX - Performance Comparison
Key characteristics
SDLAX:
-0.12
FXAIX:
1.82
SDLAX:
0.05
FXAIX:
2.45
SDLAX:
1.01
FXAIX:
1.33
SDLAX:
-0.13
FXAIX:
2.78
SDLAX:
-0.37
FXAIX:
11.50
SDLAX:
9.49%
FXAIX:
2.04%
SDLAX:
28.95%
FXAIX:
12.82%
SDLAX:
-34.47%
FXAIX:
-33.79%
SDLAX:
-21.88%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, SDLAX achieves a 5.19% return, which is significantly higher than FXAIX's 4.09% return. Over the past 10 years, SDLAX has underperformed FXAIX with an annualized return of 4.58%, while FXAIX has yielded a comparatively higher 13.15% annualized return.
SDLAX
5.19%
4.90%
-12.43%
-3.10%
1.37%
4.58%
FXAIX
4.09%
4.74%
11.02%
23.93%
14.40%
13.15%
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SDLAX vs. FXAIX - Expense Ratio Comparison
SDLAX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SDLAX vs. FXAIX — Risk-Adjusted Performance Rank
SDLAX
FXAIX
SDLAX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) 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
SDLAX vs. FXAIX - Dividend Comparison
SDLAX's dividend yield for the trailing twelve months is around 2.06%, more than FXAIX's 1.20% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SDLAX SEI Institutional Investments Trust Dynamic Asset Allocation Fund | 2.06% | 2.17% | 1.23% | 5.52% | 6.37% | 2.00% | 3.55% | 0.71% | 2.51% | 1.60% | 5.90% | 4.77% |
FXAIX Fidelity 500 Index Fund | 1.20% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SDLAX vs. FXAIX - Drawdown Comparison
The maximum SDLAX drawdown since its inception was -34.47%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SDLAX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SDLAX vs. FXAIX - Volatility Comparison
SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.57% and 3.62%, respectively, indicating that both stocks experience similar levels of price fluctuations. This suggests that the risk associated with both stocks, as measured by volatility, is nearly the same. The chart below showcases a comparison of their rolling one-month volatility.