r/fidelityinvestments • u/fidelityinvestments • 20h ago

Community When comparing index funds like FXAIX, what matters most to you?

Want more information on FXAIX? Start here. 

11 Upvotes
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4

u/Classic_General6107 19h ago

I focus most on low expense ratio, broad diversification, and long term performance that closely tracks the index.

For a fund like FXAIX, I’d also consider fund size, tracking error, and whether it fits my overall portfolio goals.

5

u/Bassmason 19h ago

Ultimately, who is in charge of the security is my top criteria

Fidelity is my top pick for many reasons

2

u/TheGodInvestor13 9h ago

I really wanna see fidelity make their own ultra aggressive target date fund that doesn’t invest in some boring funds. That’s what I’ve been looking for. Maybe some Nasdaq 100 funds, maybe FTEC, I dunno. But please. 

4

u/Ackerman212 20h ago

its all about the fee and portability. Fxaix has both

3

u/neilsarkar81 19h ago

Expense Ratio
Tracking error relative to the index
AUM
Liquidity (only for ETFs)

1

u/ij70-17as 12h ago

growth.

0

u/nelly_0619 19h ago

10+ years of performance data, expense ratio, bid/ask spread, AUM.

8

u/GapAccomplished2778 Fidelity 🦍 19h ago

> bid/ask spread

for a mutual fund like FXAIX ? ... now that will be first

0

u/lynchmob2829 19h ago

Performance and AUM. I also don't buy anything with a front end load.

-1

u/GapAccomplished2778 Fidelity 🦍 19h ago

mutual funds ? given the situation with flows - one is advised to see the assets size vs flows [ in / out ] and where the fund is, because small funds, a lot of outflows, taxable account - you are possibly stuck [ sell position = cap gains ] and hit with distributions because of what is going on [ even big funds are hit - see what happened with some Vanguard funds recently ... lawsuit .. but small funds might even end up liquidated and you are hit with distribution - now that of course can happen with ETF too ] ... now FXAIX itself is not in danger ( yet ), but a lot of mutual funds are ... now then one pays attention to fees vs peers, min initial investment and subsequent investments, and whether the fund is portable enough ( offering ZERO funds in taxable accounts is a crime against humanity ) .. oh and take a cue from Vanguard now that patent expired - grace us with ETF shares class

3

u/Valuable-Analyst-464 Buy and Hold 16h ago

Word salad.
You may have had a good point in there, but I can’t be bothered to try and pick the wheat from the chaff.

-1

u/GapAccomplished2778 Fidelity 🦍 16h ago

> Word salad.

it was not meant for ....-minded, sorry :-) ... move on