SEECX vs. FXAIX
Compare and contrast key facts about Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and Fidelity 500 Index Fund (FXAIX).
SEECX is managed by Crossmark Steward Funds. It was launched on Oct 1, 2004. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SEECX or FXAIX.
Correlation
The correlation between SEECX and FXAIX is 0.98, 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
SEECX vs. FXAIX - Performance Comparison
Key characteristics
SEECX:
0.94
FXAIX:
1.87
SEECX:
1.22
FXAIX:
2.52
SEECX:
1.19
FXAIX:
1.34
SEECX:
0.29
FXAIX:
2.82
SEECX:
3.49
FXAIX:
11.69
SEECX:
3.93%
FXAIX:
2.04%
SEECX:
14.70%
FXAIX:
12.77%
SEECX:
-63.63%
FXAIX:
-33.79%
SEECX:
-40.13%
FXAIX:
0.00%
Returns By Period
The year-to-date returns for both investments are quite close, with SEECX having a 4.41% return and FXAIX slightly higher at 4.63%. Over the past 10 years, SEECX has underperformed FXAIX with an annualized return of 0.16%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
SEECX
4.41%
2.14%
1.80%
14.97%
-4.55%
0.16%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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SEECX vs. FXAIX - Expense Ratio Comparison
SEECX has a 0.58% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SEECX vs. FXAIX — Risk-Adjusted Performance Rank
SEECX
FXAIX
SEECX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) 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
SEECX vs. FXAIX - Dividend Comparison
SEECX's dividend yield for the trailing twelve months is around 0.74%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SEECX Crossmark Steward Values-Focused Large Cap Enhanced Index Fund | 0.74% | 0.77% | 1.57% | 0.20% | 0.90% | 1.60% | 0.78% | 1.52% | 1.19% | 0.94% | 1.91% | 1.21% |
FXAIX Fidelity 500 Index Fund | 1.19% | 1.25% | 1.45% | 1.69% | 1.22% | 1.60% | 1.95% | 2.07% | 1.81% | 2.01% | 2.56% | 2.63% |
Drawdowns
SEECX vs. FXAIX - Drawdown Comparison
The maximum SEECX drawdown since its inception was -63.63%, which is greater than FXAIX's maximum drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SEECX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SEECX vs. FXAIX - Volatility Comparison
Crossmark Steward Values-Focused Large Cap Enhanced Index Fund (SEECX) and Fidelity 500 Index Fund (FXAIX) have volatilities of 3.10% and 3.06%, 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.