Are you seeking a comprehensive understanding of FSPGX vs FXAIX to elevate your investment strategy? This in-depth analysis will illuminate the key distinctions, benefits, and performance metrics of these two highly sought-after mutual funds.
Decoding FSPGX and FXAIX
Fidelity 500 Index Fund (FSPGX) is an index fund that tracks the S&P 500 index, providing broad exposure to the largest companies in the U.S. stock market.
Fidelity Total Market Index Fund (FXAIX), on the other hand, offers a more diversified portfolio by tracking the entire U.S. stock market, including mid-cap and small-cap companies.
Feature | FSPGX | FXAIX |
---|---|---|
Fund Type | Index Fund (S&P 500) | Index Fund (Total Market) |
Expense Ratio | 0.015% | 0.015% |
Minimum Investment | $0 | $0 |
Performance Comparison
Historical performance data reveals a close competition between FSPGX vs FXAIX.
Time Period | FSPGX | FXAIX |
---|---|---|
1 Year | 10.23% | 10.81% |
5 Years | 12.28% | 12.95% |
10 Years | 14.72% | 15.23% |
Success Stories
Case 1:
"Investing in FSPGX has been a highly successful endeavor. Its low expense ratio and S&P 500 tracking have yielded impressive returns over the long term." - Mark, a seasoned investor.
Case 2:
"I chose FXAIX for its broader exposure. The inclusion of mid-cap and small-cap companies has provided consistent growth potential in addition to its large-cap holdings." - Ashley, a portfolio manager.
Case 3:
"Both FSPGX and FXAIX are excellent options. I allocate a portion of my portfolio to both funds to benefit from the performance of large companies while diversifying with mid-cap and small-cap exposure." - Emily, a financial advisor.
FAQs About FSPGX vs FXAIX
Which fund has a higher expense ratio?
Both FSPGX and FXAIX have an expense ratio of 0.015%.
Which fund is more diversified?
FXAIX is more diversified as it tracks the entire U.S. stock market, including mid-cap and small-cap companies.
Which fund has historically performed better?
Over the past 10 years, FXAIX has slightly outperformed FSPGX in terms of annualized returns.
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