Compare Financial Products Side by Side

Pick up to three listings from the directory, then weigh them against each other on the attributes that decide the choice — fees, minimums, features, regulation and ratings.

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What you're comparing

You have 2 listings in the compare tray: Vanguard 500 Index Fund (VFIAX) (S&P 500 index fund) and Fidelity 500 Index Fund (FXAIX) (S&P 500 index fund). Below, each row shows the attribute, what it measures, and which listing leads when the value can be ranked numerically.

Top ratedVanguard 500 Index Fund (VFIAX)

S&P 500 index fund

Fidelity 500 Index Fund (FXAIX)

S&P 500 index fund

Rating 4.8 (300) 4.8 (280)
Expense ratio
(lower is better)
The fee floor for index investing now sits near 0.00%–0.04% — anything materially higher needs a reason.
0.04%0.015%
Index tracked
(higher is better)
The benchmark the fund mirrors — methodology decides which stocks make it in and at what weight.
S&P 500S&P 500
Minimum
(lower is better)
Initial investment required to open the fund — $0 at Fidelity, $3,000 typical at Vanguard Admiral.
$3,000$0
Type
Mutual fund vs ETF wrapper changes tax efficiency, intra-day liquidity and minimums.
Mutual fundMutual fund
RegulationSEC, Investment Company Act 1940SEC, Investment Company Act 1940
Pros
  • + Ultra-low cost
  • + Diversification baked in
  • + Beats most active funds over long horizons
  • + Ultra-low cost
  • + Diversification baked in
  • + Beats most active funds over long horizons
Cons
  • Cannot outperform the benchmark
  • Mutual-fund versions price only at end-of-day
  • Minimum-investment requirements at some providers
  • Cannot outperform the benchmark
  • Mutual-fund versions price only at end-of-day
  • Minimum-investment requirements at some providers
HeadquartersValley Forge, PA, United StatesBoston, MA, United States
Founded20002011
License
Experience levelBeginnerBeginner
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Bottom line

Across the attributes that can be ranked numerically: Fidelity 500 Index Fund (FXAIX) leads on expense ratio (0.015%); Vanguard 500 Index Fund (VFIAX) leads on index tracked (S&P 500); Fidelity 500 Index Fund (FXAIX) leads on minimum ($0). Use this as a starting point — your own situation (account type, deposit size, jurisdiction) decides which of those leads actually matters.

How to use this comparison

Side-by-side comparisons make trade-offs visible — but only if you compare on the dimensions that actually drive the decision. A 0.10% expense-ratio difference between two near-identical broad-market ETFs is real, but rarely the deciding factor for a $5,000 investment. A 5-year track record difference between two robo-advisors usually matters less than whether they support the account type you need.

Before you commit to one option, write down two or three deal-breakers. Maybe it's "must support a SEP IRA". Maybe it's "must have a no-fee checking account included". Filter against those first, then look at marginal differences.

Where possible, every numeric attribute in the table is sourced from the business's own disclosures or a regulator filing. We refresh claimed and verified listings on at least a quarterly cycle; unclaimed listings rely on our last editor review, and we mark the date so you can judge how recent the information is.

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