Fidelity® 500 Index Fund has an expense ratio of 0.02 percent.
Similarly What are the fees for FXAIX? Fidelity 500 Index Fund FXAIX
| Max. Sales Fees by % | Total Cost (per $10,000) | Actual Fees |
|---|---|---|
| Initial0 | 3-Year$5.00 | 12b-1– |
| Deferred0 | 5-Year$8.00 | Management0.02% |
| Redemption0 | 10-Year$19.00 | Gross Expense Ratio0.015** |
| Administrative0 | Net Expense Ratio0.015** |
Is FXAIX a good investment? Both the Fidelity Total Market Index Fund (FSKAX) and the Fidelity 500 Index Fund (FXAIX) are among the best US Large Blend funds. They are among the best portfolios you can invest in and expect great returns.
Additionally, What is a good expense ratio?
A good expense ratio, from the investor’s viewpoint, is around 0.5% to 0.75% for an actively managed portfolio. An expense ratio greater than 1.5% is considered high. The expense ratio for mutual funds is typically higher than expense ratios for ETFs.
Is FXAIX an ETF or mutual fund?
FXAIX is a mutual fund. Because index-tracking funds will follow the performance of the index, one of, if not the, biggest determinant of long-term returns is how much it charges in fees.
Is there a minimum to invest in FXAIX? The fund normally invests at least 80% of assets in common stocks included in the S&P 500® Index, which broadly represents the performance of common stocks publicly traded in the United States. It lends securities to earn income.
…
Fund Strategy.
| Minimum Investment | ||
|---|---|---|
| Initial | Subsequent | |
| Custodial | $1,000 | $1 |
Which is better VFIAX or FXAIX? If you look at the expense ratio and amount of capital needed, FXAIX will be a better choice as its expense ratio is lower than VFIAX. You also have the flexibility to invest a smaller amount into FXAIX, as there is no minimum sum to FXAIX as compared to VFIAX which requires a minimum sum of $3,000.
What ETF is similar to FXAIX? FXAIX and VOO are largely identical. Both track the same collection of stocks (the S&P 500 Index) and hence, are similar in dividend yield and annual returns. They also offer incredibly low fees. However, VOO is an ETF while FXAIX is a mutual fund, you can’t trade a mutual fund all day.
Is FXAIX better than VOO?
Comparing FXAIX to VOO
For cost-conscious investors, the FXAIX Fidelity 500 Index Fund maintains a gross and net expense ratio of 0.015%. The FXAIX expense ratio is cheaper than the VOO net expense ratio of 0.03%.
Which is better Vfiax or FXAIX? If you look at the expense ratio and amount of capital needed, FXAIX will be a better choice as its expense ratio is lower than VFIAX. You also have the flexibility to invest a smaller amount into FXAIX, as there is no minimum sum to FXAIX as compared to VFIAX which requires a minimum sum of $3,000.
Is Fzrox better than FXAIX?
FZROX vs FXAIX Performance
FZROX and FXAIX have had almost identical performance returns over the last 3 years. FXAIX has had slightly better returns but only by 0.71% annually. We can only compare FZROX and FXAIX’s performance over the last 3 years since FZROX is still a new fund.
Which is better VOO or FXAIX? FXAIX provides a strong long-term return, is well-diversified, and is a low-risk option to invest in companies. Despite some of the drawbacks of ETF investing, VOO’s portability between brokerages makes it a preferable alternative for investors.
Why is VFIAX more expensive than FXAIX?
The main difference between VFIAX and FXAIX is the company that offers the fund. VFIAX is offered by Vanguard, while Fidelity offers FXAIX. Another difference between VFIAX and FXAIX is their expense ratio. Both have low expense ratios, but FXAIX is among the lowest in the industry.
Which is better Swppx or FXAIX?
When comparing the Fidelity 500 Index Fund (FXAIX) and the Schwab S&P 500 Index Fund (SWPPX), it’s generally accepted that there is a no winner. They are both excellent mutual funds that give investors access to the 500 largest U.S companies.
Is FZROX better than FXAIX? FZROX vs FXAIX Performance
FZROX and FXAIX have had almost identical performance returns over the last 3 years. FXAIX has had slightly better returns but only by 0.71% annually. We can only compare FZROX and FXAIX’s performance over the last 3 years since FZROX is still a new fund.
Is FXAIX a good mutual fund? FXAIX posts returns that have historically outperformed its benchmark index, and it offers a 1.30% dividend yield that’s pretty competitive. The Fidelity 500 Index Fund should appeal to any investors looking for a single core holding, and it lacks a minimum investment amount for all account types.
Does FXAIX pay dividend?
The current dividend payout for stock Fidelity 500 Index Fund (FXAIX) as of April 17, 2022 is 2.33 USD. The forward dividend yield for FXAIX as of April 17, 2022 is 1.53%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 2.17%.
Is VFIAX a good fund? This fund in particular has delivered a 5-year annualized total return of 16.74%, and it sits in the top third among its category peers. Investors who prefer analyzing shorter time frames should look at its 3-year annualized total return of 20.68%, which places it in the top third during this time-frame.
What is S and P index fund?
The S&P 500 is an index that tracks 500 of the largest U.S. companies based on their market capitalization. You can’t actually invest in the index but you can in an index fund or ETF. An S&P 500 Index fund can help your portfolio gain broad exposure to the constituent stocks in the S&P 500 index.
What FXAIX holds? Top 25 Holdings
| Company | Symbol | Total Net Assets |
|---|---|---|
| Exxon Mobil Corp. | XOM | 0.84% |
| Pfizer Inc. | PFE | 0.77% |
| Walt Disney Co. | DIS | 0.68% |
| Adobe Inc. | ADBE | 0.66% |
Does FXAIX pay a dividend?
The current dividend payout for stock Fidelity 500 Index Fund (FXAIX) as of April 17, 2022 is 2.33 USD. The forward dividend yield for FXAIX as of April 17, 2022 is 1.53%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 2.17%.
What is the difference between FZROX and FSKAX? There are two primary differences between FSKAX and FZROX: their expense ratio and the ability for investors to transfer assets to another investment firm. FZROX is one of Fidelity’s ZERO Index Funds. As a result, it does not charge any fee to investors. Meanwhile, FSKAX charges 0.02% per year.
What companies are in FZROX? Top 25 Holdings
| Company | Symbol | Total Net Assets |
|---|---|---|
| Apple Inc. | AAPL | 5.85% |
| Microsoft Corp. | MSFT | 5.10% |
| Amazon.com Inc. | AMZN | 3.05% |
| Alphabet Inc. Cl A | GOOGL | 1.85% |
What is fidelity version of Vtsax?
Fidelity offers a mutual fund that is broadly similar to Vanguard’s VTSAX: the Fidelity ZERO Total Market Index Fund (FZROX).
