Fidelity 500 Index Fund (FXAIX)
Fidelity’s S&P 500 index fund is the least expensive offering on our list, charging a miniscule annual expense ratio of 0.015%. FXAIX posts returns that have historically outperformed its benchmark index, and it offers a 1.30% dividend yield that’s pretty competitive.
Similarly, Is FXAIX the same as S&P 500?
About FXAIX
The Fidelity 500 Index Fund tracks the S&P 500 index, one of the main benchmarks for U.S. stocks. The index covers about 80% of the investable market capitalization of the U.S. equity market.
Is FXAIX a safe investment? Yes, Fidelity 500 Index fund is certainly a good place to invest, especially if you are looking for long-term profits. It has a very low expense ratio which is 0.015%, while it has a long-term 10-year average return of over 12%.
Thereof, Is FXAIX a good investment for 401k?
Fidelity 500 Index Fund (FXAIX)
An index fund is an essential part of a 401(k) portfolio for a few reasons. These types of funds usually have very low expense ratios — that is, the proportion of your assets that you spend on management and administration fees. Lower expense ratios mean more returns for you.
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 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.
Why is FXAIX cheaper than VFIAX?
Another difference between VFIAX and FXAIX is their expense ratio. Both have low expense ratios, but FXAIX is among the lowest in the industry. They are both mutual funds instead of Exchange Traded Funds (ETFs). However, VFIAX does have an equivalent ETF which is Vanguard S&P 500 ETF (VOO).
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.
What companies are in FZROX?
Top 10 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% |
Does FXAIX pay a dividend?
The current dividend payout for stock Fidelity 500 Index Fund (FXAIX) as of April 15, 2022 is 2.33 USD. The forward dividend yield for FXAIX as of April 15, 2022 is 1.51%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 2.17%.
Which is better Fskax or Vtsax?
VTSAX does provide higher liquidity with over $1 trillion in total net assets compared to 73 billion with FSKAX. Factors like volatility and expense ratio are usually key metrics but in this case, the difference between VTSAX vs FSKAX is insignificant.
What is the difference between Fskax and FXAIX?
The main difference between FSKAX and FXAIX is the index they track and the number of holdings. FSKAX tracks the total U.S market return while FXAIX tracks 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% |
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).
Is FXAIX a good long term investment?
The fund charges an expense fee of 0.04% and a one-year return of 27.25%. This investment is ideal for long-term investors who want to keep their funds for the next five years or more. Vanguard is an important name in the industry.
Does FXAIX pay dividend?
The current dividend payout for stock Fidelity 500 Index Fund (FXAIX) as of April 15, 2022 is 2.33 USD. The forward dividend yield for FXAIX as of April 15, 2022 is 1.51%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 2.17%.
How good is Fidelity 500 index?
Summary. Fidelity 500 Index is one of the cheapest options for well-diversified, low-turnover, low-cost exposure to U.S. large-cap stocks. These considerations earn it a Morningstar Analyst Rating of Gold. The fund tracks the S&P 500, which represents the U.S. large-cap opportunity set in a cost-efficient way.
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 FXAIX a good long-term investment?
The fund charges an expense fee of 0.04% and a one-year return of 27.25%. This investment is ideal for long-term investors who want to keep their funds for the next five years or more. Vanguard is an important name in the industry.
What holdings are in Vtsax?
Vanguard Total Stock Market Index Fund Admiral Shares (VTSAX)
| Holdings | Shares | Market value |
|---|---|---|
| Facebook Inc. Class A | 66,657,931 | $14,822,057,537 |
| UnitedHealth Group Inc. | 27,161,056 | $13,851,323,728 |
| Johnson & Johnson | 75,914,693 | $13,454,361,040 |
| JPMorgan Chase & Co. | 85,247,937 | $11,620,998,772 |
When was FZROX created?
Fund Details
| Category | Multi-Cap Core |
|---|---|
| Portfolio Style | Growth & Income |
| Fund Family | Fidelity |
| Fund Status | Open |
| Fund Inception | August 2, 2018 |
Is FZROX open ended?
Data delayed at least 15 minutes, as of Mar 08 2022.
…
Profile and investment.
| Fund type | Open Ended Investment Company |
|---|---|
| Symbol | FZROX |
| Manager & start date | Louis Bottari 02 Aug 2018 Robert Regan 02 Aug 2018 |
• 2 août 2018
How much should I 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 Details.
| Initial | Subsequent | |
|---|---|---|
| IRA | $1,000 | $1 |
| Custodial | $1,000 | $1 |
What is the minimum to invest in FXAIX?
Fund Strategy
| Minimum Investment | ||
|---|---|---|
| Initial | Subsequent | |
| Basic | $2,500 | $1 |
| IRA | $1,000 | $1 |
| Custodial | $1,000 | $1 |
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