Home › Asset managers › Compare 2024-2025 › Fidelity vs AIG/SunAmerica
Fidelity 2024-2025 · AIG/SunAmerica 2024-2025 · Download the item list (CSV)
| Common items | Same | Differ | Split (not in %) | Same position | Fund-level | |
|---|---|---|---|---|---|---|
| All ballot items | 54,711 | 49,627 | 1,826 | 3,258 | 96.5% | 93.9% |
| Board proposals | 45,454 | 41,303 | 1,462 | 2,689 | 96.6% | 94.2% |
| E&S shareholder proposals | 258 | 0 | 124 | 134 | 0.0% | 2.2% |
| Other items | 8,999 | 8,324 | 240 | 435 | 97.2% | 94.9% |
Everything Voted differently Split votes
All ballot items Board proposals E&S shareholder proposals Other items
675 items. “Voted differently”: each manager’s funds all voted one way, and the two ways differ. “Split”: at least one manager’s funds did not all vote the same way.
| Company | Meeting | Proposal | On the ballot from | Board recommended | Fidelity | AIG/SunAmerica |
|---|---|---|---|---|---|---|
| ROYAL BANK OF CANADA | April 10, 2025 | SP 7: Report on Loans Made by the Bank in Support of the Circular Economy Environment or Climate |
Other | Against | Split 1 FOR, 20 AGAINST |
ABSTAIN 3 funds |
| ROYAL BANK OF CANADA | April 10, 2025 | SP 8: Hold Annual Meetings of the Company in Person with Virtual Meetings as Complements Corporate Governance |
Other | Against | Split 1 FOR, 20 AGAINST |
FOR 3 funds |
| RUMO SA | April 24, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | None | Split 4 AGAINST, 10 ABSTAIN |
ABSTAIN 2 funds |
| RUMO SA | April 24, 2025 | Elect Reginaldo Ferreira Alexandre as Fiscal Council Member and Aristoteles Nogueira Filho as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | Split 10 FOR, 4 ABSTAIN |
FOR 2 funds |
| RYAN SPECIALTY HOLDINGS INC. | May 30, 2025 | To approve an amendment to the Certificate to provide for the exculpation of certain officers of the Company to the fullest extent provided under Delaware law. Director Elections |
Other | For | Split 3 FOR, 14 AGAINST |
AGAINST 4 funds |
| SALLY BEAUTY HOLDINGS INC. | January 24, 2025 | Vote on shareholder proposal (Director Election Resignation Guideline). Corporate Governance |
Other | Against | Split 12 FOR, 12 AGAINST |
AGAINST 2 funds |
| SANDOZ GROUP AG | April 15, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 6 ABSTAIN |
| SANDY SPRING BANCORP INC. | February 5, 2025 | Sandy Spring adjournment proposal: Proposal to adjourn or postpone the Sandy Spring special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the Sandy Spring merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of Sandy Spring common stock. Corporate Governance |
Other | For | Split 1 FOR, 12 AGAINST |
FOR 4 funds |
| SAUDI AWWAL BANK | April 30, 2025 | Approve Related Party Transactions with HSBC Software Development Private Limited India Re: Consulting Services Corporate Governance |
Other | For | Split 1 FOR, 8 AGAINST |
AGAINST 1 fund |
| SCHINDLER HOLDING AG | March 25, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 4 ABSTAIN |
| SGS SA | March 26, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 3 funds |
Split 1 FOR, 5 ABSTAIN |
| SHELL PLC | May 20, 2025 | Request Company Disclose Whether and How Its: Demand Forecast For LNG; LNG Production And Sales Targets; And New Capital Expenditure In Natural Gas Assets; Are Consistent With Climate Commitments, Including Target To Reach Net Zero Emissions By 2025 Environment or Climate |
Other | Against | Split 1 FOR, 39 AGAINST |
ABSTAIN 10 funds |
| SIG GROUP AG | April 8, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 2 ABSTAIN |
| SIKA AG | March 25, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 4 funds |
Split 1 FOR, 4 ABSTAIN |
| SILK ROAD MEDICAL INC. | September 5, 2024 | To adjourn the Special Meating, from time to time, to a later date or dates, if necessary or appropriate, including to solicit additional proxies if there are insufficient votes to adopt the merger agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
FOR 2 funds |
| SLEEP NUMBER CORP. | May 28, 2025 | Approve the Adjournment of the Annual Meeting to a Later Date or Dates, if Necessary and Appropriate Corporate Governance |
Other | For | Split 12 FOR, 1 AGAINST |
AGAINST 2 funds |
| SMARTSHEET INC. | December 9, 2024 | If necessary or appropriate, to adjourn the Special Meeting of the Shareholders to a later date or dates as provided in the Merger Agreement, including to solicit additional votes if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting of the Shareholders. Corporate Governance |
Other | For | Split 3 FOR, 13 AGAINST |
FOR 4 funds |
| SONOVA HOLDING AG | June 10, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 2 funds |
Split 1 FOR, 7 ABSTAIN |
| SOUNDHOUND AI INC. | May 23, 2025 | To consider and vote upon an amendment to Article VIII of the Company's Second Amended and Restated Certificate of Incorporation to provide for officer exculpation. Director Elections |
Other | For | Split 3 FOR, 12 AGAINST |
AGAINST 2 funds |
| SOUTHERN CO. | May 21, 2025 | Stockholder proposal regarding simple majority vote Shareholder Rights and Defenses |
Other | Against | Split 59 FOR, 1 AGAINST |
FOR 18 funds |
| SOUTHSTATE | August 14, 2024 | Proposal to adjourn or postpone the SouthState special meeting, if necessary or appropriate, to solicit additional proxies if, immediately prior to such adjournment or postponement, there are not sufficient votes to approve the SouthState merger proposal or to ensure that any supplement or amendment to the accompanying joint proxy statement/prospectus is timely provided to holders of SouthState common stock (the "SouthState adjournment proposal"). Corporate Governance |
Other | Not determined | Split 4 FOR, 10 AGAINST |
FOR 9 funds |
| SPARTANNASH CO. | May 21, 2025 | Proposal to Provide Shareholders the Right to Call Special Meetings of Shareholders at a 15% Ownership Threshold, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 1 FOR, 12 AGAINST |
FOR 2 funds |
| SPIRIT AEROSYSTEMS HOLDINGS INC. | January 31, 2025 | Proposal to approve one or more adjournments of the Special Meeting, if necessary or appropriate, to permit solicitation of additional votes or proxies if there are not sufficient votes to approve the Merger Agreement Proposal (the "Adjournment Proposal"). Corporate Governance |
Other | For | Split 17 FOR, 16 AGAINST |
FOR 1 fund |
| SSE PLC | July 18, 2024 | Approve Net Zero Transition Report Environment or Climate |
Other | For | FOR 23 funds |
Split 1 FOR, 6 ABSTAIN |
| STRABAG SE | June 13, 2025 | Approve Increase in Size of Supervisory Board to Five Members Corporate Governance |
Other | For | Split 1 FOR, 2 AGAINST |
AGAINST 1 fund |
| STRAUMANN HOLDING AG | April 10, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 2 funds |
Split 1 FOR, 4 ABSTAIN |
| SUMITOMO CORP. | June 20, 2025 | Amend Articles to Add Provision on Disclosure of Financial Impact resulting from Failure to Meet 1.5 Degree Celsius Target under the Paris Agreement Environment or Climate |
Other | Against | AGAINST 15 funds |
Split 1 AGAINST, 9 ABSTAIN |
| SUMITOMO MITSUI FINANCIAL GROUP INC. | June 27, 2025 | Amend Articles to Add Provision on Assessment of Clients' Climate Change Transition Plans Environment or Climate |
Other | Against | Split 3 FOR, 26 AGAINST |
Split 1 AGAINST, 9 ABSTAIN |
| SUMMIT MATERIALS INC. | February 5, 2025 | Approve the adjournment of the special meeting, if necessary, to solicit additional proxies if there are not sufficient votes to approve the merger agreement proposal (referred to as the "adjournment proposal"). Corporate Governance |
Other | For | Split 4 FOR, 11 AGAINST |
FOR 6 funds |
| SURMODICS INC. | August 13, 2024 | Approve one or more adjournments of the special meeting to a later date or dates if necessary or appropriate to solicit additional proxies if there are insufficient votes to approve the merger agreement at the time of the special meeting. Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
FOR 3 funds |
| SWISS LIFE HOLDING AG | May 14, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | For | FOR 5 funds |
Split 1 FOR, 3 ABSTAIN |
| SWISS PRIME SITE AG | March 13, 2025 | Approve Non-Financial Report Corporate Governance |
Other | For | FOR 1 fund |
Split 1 FOR, 2 ABSTAIN |
| SWISS RE AG | April 11, 2025 | APPROVE SUSTAINABILITY REPORT (NON-BINDING) Other Social Issues |
Other | For | FOR 1 fund |
Split 1 FOR, 5 ABSTAIN |
| T. ROWE PRICE GROUP INC. | May 8, 2025 | Consider a stockholder proposal for a shareholder approval requirement for excessive golden parachutes. Compensation |
Other | Against | Split 1 FOR, 26 AGAINST |
FOR 11 funds |
| TECHTARGET INC. | November 26, 2024 | Approve the adjournment of the special meeting if TechTarget determines that it is necessary to permit further solicitation of proxies in the event there are not sufficient votes at the time of the special meeting to adopt the Transaction Agreement. Corporate Governance |
Other | For | Split 11 FOR, 12 AGAINST |
FOR 2 funds |
| TECHTRONIC INDUSTRIES COMPANY LTD. | May 9, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 12 FOR, 2 AGAINST |
FOR 5 funds |
| TELEDYNE TECHNOLOGIES INC. | April 23, 2025 | Approval of a stockholder proposal to support shareholder ability to call for a special shareholder meeting Corporate Governance |
Other | Against | Split 15 FOR, 4 AGAINST |
FOR 9 funds |
| TEMENOS | May 13, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | Not determined | FOR 3 funds |
Split 1 FOR, 2 ABSTAIN |
| TEXAS PACIFIC LAND CORP. | November 8, 2024 | To consider a non-binding stockholder proposal regarding stockholders' ability to act by written consent. Corporate Governance |
Other | Against | Split 18 FOR, 1 AGAINST |
FOR 4 funds |
| TIGER BRANDS LTD. | February 20, 2025 | Amend Memorandum of Incorporation Re: Clause 24.2 Corporate Governance |
Other | For | Split 2 FOR, 3 AGAINST |
AGAINST 1 fund |
| TORONTO-DOMINION BANK | April 10, 2025 | SP 1: Annual Energy Supply Ratio Disclosure Environment or Climate |
Other | Against | Split 1 FOR, 12 AGAINST |
ABSTAIN 1 fund |
| TOTVS SA | April 23, 2025 | Do You Wish to Request Installation of a Fiscal Council, Under the Terms of Article 161 of the Brazilian Corporate Law? Corporate Governance |
Other | Against | Split 3 FOR, 9 ABSTAIN |
ABSTAIN 3 funds |
| TOYO SUISAN KAISHA LTD. | June 26, 2025 | Appoint Shareholder Director Nominee Okamura, Kotaro Director Elections |
Other | Against | Split 1 FOR, 7 AGAINST |
FOR 2 funds |
| TOYOTA INDUSTRIES CORP. | June 10, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 11 AGAINST |
FOR 7 funds |
| TRIUMPH GROUP INC. | August 8, 2024 | To consider a stockholder proposal to adopt a policy and amend the Company's governing documents so that two separate people hold the office of Chairman and Chief Executive Officer of the Company. Corporate Governance |
Other | Against | Split 1 FOR, 12 AGAINST |
FOR 2 funds |
| TSINGTAO BREWERY COMPANY LTD. | May 20, 2025 | Amend Articles of Association Corporate Governance |
Other | For | Split 2 FOR, 12 AGAINST |
AGAINST 2 funds |
| TURK HAVA YOLLARI AO | May 21, 2025 | Amend Company Articles 6, 8, 11, 15, 34, 36 and 38 Corporate Governance |
Other | For | Split 1 FOR, 11 AGAINST |
AGAINST 2 funds |
| TURKIYE IS BANKASI AS | March 27, 2025 | Amend Company Articles 5, 29 and 38 Corporate Governance |
Other | For | Split 1 FOR, 10 AGAINST |
AGAINST 1 fund |
| TYSON FOODS INC. | February 6, 2025 | Shareholder proposal regarding the disaggregation of shareholder voting results. Capital Structure |
Other | Against | Split 16 FOR, 18 AGAINST |
FOR 5 funds |
| UGI CORP. | January 31, 2025 | Shareholder proposal regarding a director election resignation governance guideline, if properly presented. Corporate Governance |
Other | Against | Split 21 FOR, 18 AGAINST |
AGAINST 5 funds |
| UNITED PARCEL SERVICE INC. | May 8, 2025 | To take steps to reduce the voting power of UPS class A stock from 10 votes per share to one vote per share. Shareholder Rights and Defenses |
Other | Against | Split 39 FOR, 1 AGAINST |
FOR 8 funds |
| US FOODS HOLDING CORP. | May 22, 2025 | Stockholder proposal to adopt a right to call a special stockholder meeting at a 15% aggregate ownership threshold. Corporate Governance |
Other | None | Split 15 FOR, 34 AGAINST |
FOR 8 funds |
| VALE SA | April 30, 2025 | Do You Wish to Adopt Cumulative Voting for the Election of the Members of the Board of Directors, Under the Terms of Article 141 of the Brazilian Corporate Law? Shareholder Rights and Defenses |
Other | Against | Split 7 AGAINST, 10 ABSTAIN |
ABSTAIN 4 funds |
| VAT GP | April 29, 2025 | APPROVE NON-FINANCIAL REPORT Other Social Issues |
Other | Not determined | FOR 2 funds |
Split 1 FOR, 2 ABSTAIN |
| VECTOR GROUP LTD. | August 20, 2024 | Advisory vote on a stockholder proposal requesting the Company to amend its governing documents to require the Chairman of the Board of Directors to be an independent director. Corporate Governance |
Other | Against | Split 2 FOR, 13 AGAINST |
FOR 3 funds |
| VICTORY CAPITAL HOLDINGS INC. | October 11, 2024 | To approve the adjournment of the special meeting, whether or not a quorum is present, if necessary or appropriate, to solicit additional proxies if there are not sufficient votes to approve the share issuance proposal, the authorized preferred share increase proposal or the corporate opportunities proposal (the "adjournment proposal"). Corporate Governance |
Other | For | Split 1 FOR, 13 AGAINST |
FOR 4 funds |
| VISA INC. | January 28, 2025 | Shareholder proposal requesting adoption of a new director election resignation governance guideline. Corporate Governance |
Other | Against | Split 102 FOR, 23 AGAINST |
AGAINST 23 funds |
| W. R. BERKLEY CORP. | June 11, 2025 | A stockholder proposal regarding director election resignation governance policy, if properly presented at the Annual Meeting. Corporate Governance |
Other | Against | Split 2 FOR, 17 AGAINST |
AGAINST 11 funds |
| WAYSTAR HOLDING CORP | June 4, 2025 | Approve an amendment to our Amended and Restated Certificate of Incorporation to remove the existing limit on the maximum size of our board of directors. Corporate Governance |
Other | For | Split 1 FOR, 32 AGAINST |
AGAINST 2 funds |
| WEC ENERGY GROUP INC. | May 8, 2025 | Stockholder proposal to support simple majority vote Corporate Governance |
Other | Against | Split 25 FOR, 1 AGAINST |
FOR 9 funds |
| WEG SA | April 29, 2025 | Elect Lucia Maria Martins Casasanta as Fiscal Council Member and Silvia Maura Rodrigues Pereira as Alternate Appointed by Minority Shareholder Audit-related |
Other | None | Split 9 FOR, 10 ABSTAIN |
FOR 3 funds |
| WEICHAI POWER CO. LTD. | June 13, 2025 | Approve New Financial Services Agreement and Relevant New Caps Corporate Governance |
Other | For | Split 11 FOR, 2 AGAINST |
FOR 3 funds |
| WESBANCO INC. | December 11, 2024 | A proposal to approve the adjournment of the Wesbanco special meeting, if necessary, to permit further solicitation of proxies if there are not sufficient votes at the time of the Wesbanco special meeting to approve the Merger Agreement or the issuance of shares of Wesbanco common stock pursuant to the Merger Agreement in connection with the Merger. Corporate Governance |
Other | For | Split 6 FOR, 13 AGAINST |
FOR 3 funds |
| WESTPAC BANKING CORP. | December 13, 2024 | Approve Transition Plan Assessments Environment or Climate |
Other | Against | AGAINST 13 funds |
Split 1 AGAINST, 6 ABSTAIN |
| WEX INC. | May 15, 2025 | To approve an Amendment to the Company's Amended and Restated Certificate of Incorporation to provide for officer exculpation as permitted by Delaware law. Director Elections |
Other | For | Split 30 FOR, 1 AGAINST |
FOR 4 funds |
| WORKIVA INC. | May 29, 2025 | Approval of the amendment of Workiva's Certificate of Incorporation to allow for the exculpation of officers as permitted by Delaware law. Director Elections |
Other | For | Split 12 FOR, 11 AGAINST |
AGAINST 4 funds |
| WORLEY LTD. | November 21, 2024 | Approve the Amendments to the Company's Constitution Corporate Governance |
Other | For | Split 1 FOR, 4 AGAINST |
AGAINST 5 funds |
| YAGEO CORP. | May 27, 2025 | Approve Amendments to Procedures Governing the Acquisition or Disposal of Assets Corporate Governance |
Other | For | Split 13 FOR, 9 AGAINST |
AGAINST 1 fund |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Approve Restricted Stock Plan Compensation |
Other | Against | Split 1 FOR, 10 AGAINST |
FOR 4 funds |
| YAKULT HONSHA CO. LTD. | June 25, 2025 | Cancel the Company's Treasury Shares Capital Structure |
Other | Against | Split 1 FOR, 10 AGAINST |
FOR 4 funds |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | September 9, 2024 | Approve Amendments to the Articles of Association and Related Transactions Corporate Governance |
Other | For | Split 8 FOR, 2 AGAINST |
FOR 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wang Ligang as Director Director Elections |
Other | For | Split 2 FOR, 8 AGAINST |
AGAINST 1 fund |
| ZHAOJIN MINING INDUSTRY COMPANY LTD. | February 26, 2025 | Elect Wei Junhao as Director Director Elections |
Other | For | Split 2 FOR, 8 AGAINST |
AGAINST 1 fund |
| ZUORA INC. | February 13, 2025 | To adjourn the Special Meeting, from time to time, to a later date or dates, if necessary or appropriate, to solicit additional proxies if there are insufficient votes to adopt the Merger Agreement at the time of the Special Meeting. Corporate Governance |
Other | For | Split 4 FOR, 10 AGAINST |
FOR 2 funds |
| ZURICH INSURANCE GROUP AG | April 9, 2025 | APPROVE SUSTAINABILITY REPORT Other Social Issues |
Other | For | FOR 11 funds |
Split 1 FOR, 11 ABSTAIN |
← Previous Page 7 of 7
How items are matched and positions counted: see the comparison table and the methodology. Built October 25, 2026 from SEC Form N-PX filings.