FEQIX vs SFLNX

Both FEQIX and SFLNX are mutual funds. FEQIX has a lower 5-year return than SFLNX (7.67% vs 9.56%). FEQIX has a higher expense ratio than SFLNX (0.57% vs 0.25%). Below is the comparison between FEQIX and SFLNX.

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FEQIX SFLNX
Security Type Mutual fund Mutual fund
Finny Score 40 75
Category Large Value Large Value
Family Fidelity Investments Schwab Funds
Net Assets $6.55B $6.66B
Expense Ratio 0.57% 0.25%
Management Style active passive (index-based)
30-Day Yield 1.72% 1.85%
Minimum Investment $2,500 $1,000
YTD Return 2.93% 7.45%
1-Year Return 10.50% 14.20%
3-Year Return 12.35% 16.14%
5-Year Return 7.67% 9.56%
10-Year Return 8.45% 10.72%

FEQIX

FEQIX description

The Fund seeks reasonable income and will also consider the potential for capital appreciation. Under normal market conditions, the Fund invests at least 80% of its assets in equity securities and primarily in income-producing equity securities, which tends to lead to investments in large cap "value" stocks.

FEQIX performance & returns

YTD Return 2.93%
1-Month Return -0.70%
3-Month Return 0.53%
1-Year Return 10.50%
3-Year Return 12.35%
5-Year Return 7.67%
10-Year Return 8.45%
FEQIX expense ratio is 0.57%.

FEQIX holdings

Top 10 Holdings (20.32% of Total Assets)

Name Symbol % Assets
JPMorgan Chase & Co JPM 3.69%
Exxon Mobil Corp XOM 3.09%
Bank of America Corp BAC 2.25%
Johnson & Johnson JNJ 2.14%
Linde PLC LIN 2.13%
Danaher Corp DHR 1.97%
Cisco Systems Inc CSCO 1.77%
Boeing Co BA 1.66%
Procter & Gamble Co PG 1.62%

FEQIX pros

The following are FEQIX strengths from our perspective:

  • FEQIX 3-year return is 12.35%, which is higher than the 3-year return of the benchmark index (Russell 3000 Value TR USD), 11.93%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

FEQIX cons

The following are FEQIX weaknesses from our perspective:

  • FEQIX 5-year return is 7.67%, which is lower than the 5-year return of the benchmark index (Russell 3000 Value TR USD), 12.07%.
  • FEQIX 10-year return is 8.45%, which is lower than the 10-year return of the benchmark index (Russell 3000 Value TR USD), 10.95%.
  • FEQIX expense ratio is 0.57%, which is not negligible. Is the fund expensive to you, and does it align to your investment strategy?

Other relevant FEQIX comparisons

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SFLNX

SFLNX description

The Fund seeks investment results that correspond generally to the FTSE RAFI US 1000 Index. The Fund will invest at least 90% of its net assets in stocks included in the Index.

SFLNX performance & returns

YTD Return 7.45%
1-Month Return -0.84%
3-Month Return 0.67%
1-Year Return 14.20%
3-Year Return 16.14%
5-Year Return 9.56%
10-Year Return 10.72%
SFLNX expense ratio is 0.25%.

SFLNX holdings

Top 10 Holdings (19.93% of Total Assets)

Name Symbol % Assets
Apple Inc AAPL 4.54%
Microsoft Corp MSFT 2.65%
Meta Platforms Inc Class A META 1.97%
JPMorgan Chase & Co JPM 1.93%
Exxon Mobil Corp XOM 1.91%
Berkshire Hathaway Inc Class B BRK.B 1.65%
Intel Corp INTC 1.45%
Amazon.com Inc AMZN 1.30%
Walmart Inc WMT 1.26%
Alphabet Inc Class A GOOGL 1.26%

SFLNX pros

The following are SFLNX strengths from our perspective:

  • SFLNX 3-year return is 15.7%, which is higher than the 3-year return of the benchmark index (Russell RAFI US LC TR USD), 11.93%.
  • SFLNX 10-year return is 11.07%, which is higher than the 10-year return of the benchmark index (Russell RAFI US LC TR USD), 10.95%.
  • Good news: this fund does not have 12b1, front-end or back-end sales fees.

SFLNX cons

The following are SFLNX weaknesses from our perspective:

  • SFLNX 5-year return is 10.28%, which is lower than the 5-year return of the benchmark index (Russell RAFI US LC TR USD), 12.07%.

Other relevant SFLNX comparisons

You may also want to check out the following SFLNX comparisons that investors often look for on Finny

Or use Finny's Comparison Tool to create a comparison you'd like to see.
You can check out all comparisons Finny users have looked for here. Feel free to the browse the list and view the comparisons that are of an interest to you.