SDLAX vs. FXAIX

In the year-to-date period, SDLAX achieves a 2.82% return, which is significantly higher than FXAIX's 1.34% return. Both investments have delivered pretty close results over the past 10 years, with SDLAX having a 12.40% annualized return and FXAIX not far ahead at 12.68%.

Search for stocks, ETFs, and funds for a quick comparison or use the comparison tool for more options.

SDLAX has a 0.67% expense ratio, which is higher than FXAIX's 0.02% expense ratio.

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.

The current SDLAX Sharpe Ratio is 0.76, which is comparable to the FXAIX Sharpe Ratio of 0.75. The chart below compares the historical Sharpe Ratios of SDLAX and FXAIX, offering insights into how both investments have performed under varying market conditions. These values are calculated using daily returns over the previous 12 months.

SDLAX's dividend yield for the trailing twelve months is around 32.07%, more than FXAIX's 1.55% yield.

The maximum SDLAX drawdown since its inception was -32.42%, 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.

The current volatility for SEI Institutional Investments Trust Dynamic Asset Allocation Fund (SDLAX) is 4.31%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 4.77%. This indicates that SDLAX experiences smaller price fluctuations and is considered to be less risky than FXAIX based on this measure. The chart below showcases a comparison of their rolling one-month volatility.