Fidelity 500 Index Fund dividends (2024)

FAQs

Fidelity 500 Index Fund dividends? ›

Last dividend for Fidelity 500 Index Fund (FXAIX) as of June 27, 2024 is 0.55 USD. The forward dividend yield for FXAIX as of June 27, 2024 is 1.16%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 1.50%.

The S&P 500 index tracks some of the largest stocks in the United States, many of which pay out a regular dividend. The index's dividend yield is the total dividends earned in a year divided by the index's price. Historical dividend yields for the S&P 500 have typically ranged from between 3% to 5%.

Fidelity 500 Index Fund (FXAIX) pays dividends quarterly.

Our recommendation for the best overall S&P 500 index fund is the Fidelity 500 Index Fund. With a 0.015% expense ratio, it's the cheapest on our list. And it doesn't have a minimum initial investment requirement, sales loads or trading fees.

Fidelity High Dividend Index is designed to reflect the performance of stocks of large and mid-capitalization dividend-paying companies that are expected to continue to pay and grow their dividends.

Last dividend for Fidelity 500 Index Fund (FXAIX) as of June 17, 2024 is 0.55 USD. The forward dividend yield for FXAIX as of June 17, 2024 is 1.17%. Average dividend growth rate for stock Fidelity 500 Index Fund (FXAIX) for past three years is 1.50%.

The fund normally pays dividends in April, July, October, and December and capital gain distributions in April and December. Any dividends and capital gain distributions paid to retirement plan participants will be automatically reinvested.

Overall Rating. Morningstar has awarded this fund 5 stars based on its risk-adjusted performance compared to the 1289 funds within its Morningstar Category.

FXAIX - Performance Comparison. The year-to-date returns for both investments are quite close, with VOO having a 15.41% return and FXAIX slightly higher at 15.46%. Both investments have delivered pretty close results over the past 10 years, with VOO having a 12.88% annualized return and FXAIX not far ahead at 12.96%.

What is the return on Fidelity index 500? ›

Fidelity® 500 Index Fund is a diversified domestic large-cap equity strategy that seeks to closely track the returns and characteristics of the S&P 500® index. The S&P 500® is a market-capitalization-weighted index designed to measure the performance of 500 large-cap U.S. companies.

Fidelity offers a wide range of mutual fund products that can help you generate income. Find funds in Fidelity Fund Picks^® that pay monthly or quarterly dividends.

Bottom Line. Overall, Vanguard and Fidelity are both great choices. They offer a wide range of investment options, low costs, and hands-off or active management depending on your preference. When it comes to index funds, Vanguard is hard to beat, with hundreds of low-cost options.

On average, the Fidelity Contrafund has beaten the S&P 500 Index by 2.78% per year. Growth of $10,000 invested in Contrafund versus S&P 500 Index, September 17, 1990 to March 31, 2024. Total value March 31, 2024 for Contrafund was $751,828 compared to $327,447 for the S&P 500 Index.

Dividend Summary

There are typically 4 dividends per year (excluding specials), and the dividend cover is approximately 1.0.

S&P 500 Dividend Yield is at 1.35%, compared to 1.47% last month and 1.66% last year.

They do not account for dividends. The headline S&P 500, which is frequently referred to in financial media, is a price return index.