Is Fidelity FXAIX a good investment?


Is Fidelity FXAIX a good investment?

It has been an excellent vehicle for investing in growth and income stocks. The fund’s low funds ratio of 0.07% makes it one of the most affordable options, which is why it has a good chance at outperforming the other popular index funds as well as stock market indexes over time.

What is the rate of return on FXAIX?

Lipper Ranking & Performance

Fund Return Category 1
YTD -17.52% -17.73%
1yr -8.44% -8.85%
3yr 2 11.26% 10.79%
5yr 2 11.93% 11.46%

Why is Fidelity zero?

4 Fidelity Zero Funds. The ZERO funds consist of four index funds. These funds charge no fees in the form of an Expense Ratio, although they do pass on transaction costs to investors. There are also no minimum investment requirements.

What is the benchmark for FXAIX?

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 best index 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.

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 is largely made up of Microsoft, Apple, Amazon, Alphabet, and Tesla and provides exposure to over 2000 stocks. Fidelity’s FZROX provides more diversification than FXAIX because it has 5 times as many holdings.

Is FXAIX better than VTI?

FXAIX is a mutual fund, whereas VTI is an ETF. FXAIX has a higher 5-year return than VTI (16.59% vs 12.82%)….

3-Year Return 18.18% 11.58%
5-Year Return 16.59% 12.82%
10-Year Return 14.61% 12.94%

Is FXAIX a good buy now?

Is FXAIX good 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.