Fxaix Schwab Equivalent - I’m with schwab as well. If you opt for the sp500 mutual fund, pick swppx. Fxaix and vfiax will cost you $75 to buy. If this is a tax advantaged account (like an ira), i’d go with the mutual. Among the most popular options are the vanguard s&p 500 etf (voo vanguard s&p 500 etf 0. 0%) and the fidelity 500 index fund (fxaix). Both funds aim to deliver. Fxaix is the better choice for retirement accounts (401k and iras) due to tax protections and it's lower expense ratio. I would say you can invest in either one or even both based on which. Schwab's swppx (schwab s&p 500 index) has an er of 0. 02%. That's a 40% difference. For that matter, one could use fidelity's fxaix s&p 500 fund for 0. 015% and save even more. Swpxx is as close to identical as you can get with fxaix. They both invest in the same index but the fidelity version’s fees are marginally cheaper. I wouldn’t worry too much about the price per. Ytd return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains. Both swppx and fxaix are large, core funds sponsored and managed by schwab and fidelity respectively. Performance has been nearly identical. I view these two funds as. Fidelity's s&p500 index fund is fsaix, not fskax. That's why there's a noticeable difference in historical returns.
I’m with schwab as well. If you opt for the sp500 mutual fund, pick swppx. Fxaix and vfiax will cost you $75 to buy. If this is a tax advantaged account (like an ira), i’d go with the mutual. Among the most popular options are the vanguard s&p 500 etf (voo vanguard s&p 500 etf 0. 0%) and the fidelity 500 index fund (fxaix). Both funds aim to deliver. Fxaix is the better choice for retirement accounts (401k and iras) due to tax protections and it's lower expense ratio. I would say you can invest in either one or even both based on which. Schwab's swppx (schwab s&p 500 index) has an er of 0. 02%. That's a 40% difference. For that matter, one could use fidelity's fxaix s&p 500 fund for 0. 015% and save even more. Swpxx is as close to identical as you can get with fxaix. They both invest in the same index but the fidelity version’s fees are marginally cheaper. I wouldn’t worry too much about the price per. Ytd return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains.