SWPPX vs. FNILX — ETF comparison tool (2024)

FAQs

Is Schwab S&P 500 Index Fund SWPPX a good investment? ›

Overall Rating. Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1292 funds within its Morningstar Category.

FNILX - Fidelity ZERO ® Large Cap Index Fund.

Is FNILX a Buy, Sell or Hold? Fidelity ZERO Large Cap Index Fund has a consensus rating of Moderate Buy which is based on 415 buy ratings, 93 hold ratings and 4 sell ratings. What is Fidelity ZERO Large Cap Index Fund's price target? The average price target for Fidelity ZERO Large Cap Index Fund is $22.63.

As mentioned earlier, FNILX is a zero-cost mutual fund. It's part of Fidelity's series of ZERO funds, and [they really mean “zero”]. There is a 0% expense ratio, no service or distribution fees, and no minimum investment to get started.

Large cap funds should be a part of any investor's portfolio and FNILX offers the best version of this classic financial tool. Fidelity's FNILX fund owns the 500 most valuable stocks on US exchanges, offering broad exposure to top companies.

Since FNILX and FXAIX are both mutual funds, they will have the same tax efficiency and tax loss harvesting options. In particular, both mutual funds will have a similar tax efficiency since they are both mutual funds and because they have a very similar portfolio composition.

Fidelity 500 Index Fund (FXAIX)

Since inception, FXAIX has delivered a strong 11% annualized return, earning it a five-star Morningstar rating. The fund benefits from a low 0.015% expense ratio and a minimal 2% portfolio turnover rate that makes it both affordable and tax efficient.

Is FNILX active or passive? ›

The fund is managed with a passive investment strategy, attempting to track the performance of an unmanaged index of securities, regardless of the current or projected performance of the fund's index or of the actual securities included in the index.

Overall, you might save money at Fidelity if you trade options, but Vanguard will be cheaper if mutual funds are your focus. The key difference is that Fidelity is low-cost for a wide range of investor types, while Vanguard is a great low-cost solution aimed primarily at buy-and-hold investors.

Currently there's no upside potential for SWPPX, based on the analysts' average price target. Is SWPPX a Buy, Sell or Hold? Schwab S&P 500 Index Fund- Select Shares has a consensus rating of Moderate Buy which is based on 399 buy ratings, 95 hold ratings and 7 sell ratings.

Yes, SWPPX has paid a dividend within the past 12 months. How much is Schwab S&P 500 Index Fund- Select Shares's dividend? SWPPX pays a dividend of $1.05 per share. SWPPX's annual dividend yield is 1.2%.

The fund's risk compared with that of other funds in the large-blend peer group for the trailing three-year period is considered average by Morningstar, with the trailing five and 10 years deemed below average.

An S&P 500 index fund is an excellent core holding for U.S. investors. And it's a great way to track the domestic stock market at a low cost with a passive approach. It can help you build a globally diversified portfolio when coupled with a U.S. small-cap fund and an international stock fund.

How much is Schwab S&P 500 Index Fund- Select Shares's dividend? SWPPX pays a dividend of $1.05 per share. SWPPX's annual dividend yield is 1.2%. When is Schwab S&P 500 Index Fund- Select Shares ex-dividend date?

Schwab S&P 500 Index Fund (SWPPX)

This large-cap blend, passively managed index fund outperformed the category average during the prior one, three-, five-, 10- and 15-year periods.

YTD Return is adjusted for possible sales charges, and assumes reinvestment of dividends and capital gains.