FXAIX vs FSKAX : Which Fidelity Fund Is the Best Bet ?

When it comes to choosing between FSKAX and FXAIX it’s like picking two contenders in a boxing match . They have their similarities and differences and investors are often left wondering which one packs the strongest punch . So let’s step into the ring and compare these two Fidelity funds.

FXAIX vs FSKAX : The Showdown

In one corner we have FSKAX tracking the total U.S. market return . It’s like a wide net cast over 80% of the U.S. Total Stock Market Index making it a heavyweight with a staggering 3,875 holdings . In the other corner we have FXAIX focusing on the S&P 500 Index the cream of the crop . It’s a bit leaner with 508 stocks in its arsenal . Now let’s see how they fare against each other.

Performance : FXAIX vs FSKAX

When it comes to performance these contenders have been neck and neck for the past decade . FXAIX may have a slight edge with returns just 0.29% higher annually . But let’s be honest that’s like winning by a hair . So in terms of performance it’s pretty much a draw.

Key Metrics : A Mutual Fund Faceoff

Both FSKAX and FXAIX are rockstar mutual funds . They’ve earned their stripes and gained a massive fan following . They both belong to the large U.S. stock blend category aiming to mimic the performance of the U.S. stock market . As flagships of Fidelity they share similar holdings , minimum investment requirements and expense ratios . It’s no surprise that they’re often seen in the same ring battling it out for investors’ attention.

Fund Size : The Size Matters Factor

Here’s where the contenders differ . FSKAX manages a respectable $45 billion in assets but FXAIX takes the crown with an impressive $224 billion . Size does matter in the world of funds as it reflects the trust and confidence other investors have placed in them . While a large fund doesn’t guarantee superiority it certainly adds weight to the decision making process.


Understanding Mutual Funds : Let’s Break It Down

Before we continue analyzing FSKAX and FXAIX let’s take a breather and understand what mutual funds are all about . Picture a group of investors pooling their money into a fund that invests in a mix of securities like stocks , bonds and short term debts . It’s like a team effort with the fund doing the heavy lifting of investing in these securities on behalf of the investors . The profits made by the fund are then distributed among the investors . It’s a win win situation offering diversification , low costs and easy access to your money when needed.

FSKAX : The Total Market Dynamo

FSKAX is like the broad market champion mirroring the Dow Jones U.S. Total Stock Market . With over 3,000 stocks in its lineup it’s got diversity for days . Since its inception in 1997 FSKAX has been a consistent performer impressing investors with its low expense ratio of 0.015% . It’s the kind of fund that delivers a knockout blow with its nearly 20% return almost double that of FXAIX . Its secret a well diversified portfolio that covers multiple sectors and has outperformed its index and the large blend category over the years.

FXAIX : The S&P 500 Contender

If you’re craving the top companies across sectors FXAIX is your go to fighter . This large blend fund aims to replicate the performance of the S&P 500 Index capturing about 80% of its holdings . With an expense ratio of 0.015% , it’s a cost effective way to gain exposure to the crème de la crème of U.S. stocks . It’s like going toe to toe with the S&P 500 mimicking its every move . And it shows in its one year return which mirrors the performance of the index . If you prefer a similar ETF option VOO is the one to check out.

The Verdict : FXAIX vs FSKAX

In the battle between FSKAX vs FXAIX it’s challenging to declare a clear winner . Both funds have their strengths and have delivered solid performance over the years . The choice boils down to your investment goals , risk tolerance and preference for diversification . Do you want broad exposure to the U.S. market or a more focused approach with the S&P 500 ? The decision is yours to make.

So step into the ring , do your research and make an informed choice . Remember in the world of investments it’s not always about picking a winner but finding the fund that aligns best with your financial goals . 

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Steve Carney

Financial Writer Hi there! I'm Steve Carney, a news editor with a passion for economics and cryptocurrency. With over 5 years of experience in the media industry, I've had the pleasure of reporting on some of the most exciting developments in the world of finance. After graduating from the University of Sussex with a degree in Media and Journalism, I've honed my skills as a writer and editor for various publications. My ability to break down complex economic concepts into simple, accessible language has earned me a reputation as a trusted source of information for my readers.

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