SRFMX vs. FXAIX
Compare and contrast key facts about Sarofim Equity Fund (SRFMX) and Fidelity 500 Index Fund (FXAIX).
SRFMX is managed by Sarofim. It was launched on Jan 17, 2014. FXAIX is managed by Fidelity.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: SRFMX or FXAIX.
Correlation
The correlation between SRFMX and FXAIX is 0.95, 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
SRFMX vs. FXAIX - Performance Comparison
Key characteristics
SRFMX:
-0.19
FXAIX:
1.87
SRFMX:
-0.11
FXAIX:
2.52
SRFMX:
0.98
FXAIX:
1.34
SRFMX:
-0.13
FXAIX:
2.82
SRFMX:
-0.52
FXAIX:
11.69
SRFMX:
6.88%
FXAIX:
2.04%
SRFMX:
18.66%
FXAIX:
12.77%
SRFMX:
-32.46%
FXAIX:
-33.79%
SRFMX:
-22.75%
FXAIX:
0.00%
Returns By Period
In the year-to-date period, SRFMX achieves a 4.33% return, which is significantly lower than FXAIX's 4.63% return. Over the past 10 years, SRFMX has underperformed FXAIX with an annualized return of 4.23%, while FXAIX has yielded a comparatively higher 13.14% annualized return.
SRFMX
4.33%
2.73%
-11.47%
-2.87%
1.88%
4.23%
FXAIX
4.63%
2.57%
10.02%
25.15%
14.81%
13.14%
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SRFMX vs. FXAIX - Expense Ratio Comparison
SRFMX has a 0.70% expense ratio, which is higher than FXAIX's 0.02% expense ratio.
Risk-Adjusted Performance
SRFMX vs. FXAIX — Risk-Adjusted Performance Rank
SRFMX
FXAIX
SRFMX vs. FXAIX - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Sarofim Equity Fund (SRFMX) 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
SRFMX vs. FXAIX - Dividend Comparison
SRFMX's dividend yield for the trailing twelve months is around 0.59%, less than FXAIX's 1.19% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
SRFMX Sarofim Equity Fund | 0.59% | 0.62% | 0.85% | 0.85% | 0.54% | 0.84% | 1.07% | 1.67% | 1.21% | 1.69% | 2.12% | 2.09% |
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
SRFMX vs. FXAIX - Drawdown Comparison
The maximum SRFMX drawdown since its inception was -32.46%, roughly equal to the maximum FXAIX drawdown of -33.79%. Use the drawdown chart below to compare losses from any high point for SRFMX and FXAIX. For additional features, visit the drawdowns tool.
Volatility
SRFMX vs. FXAIX - Volatility Comparison
The current volatility for Sarofim Equity Fund (SRFMX) is 2.85%, while Fidelity 500 Index Fund (FXAIX) has a volatility of 3.06%. This indicates that SRFMX 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.