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AIBBX vs FSSNX
AIBBX vs FSSNX Comparison
Open Charts AIBBX vs FSSNX
Aristotle Small Cap Equity I-2
Price$15.86
Change-$0.03 (-0.19%)
VolumeN/A
Net Assets177.77M
Fidelity Small Cap Index
Price$28.35
Change-$0.07 (-0.25%)
VolumeN/A
Net Assets27.09B
AIBBX vs FSSNX Comparison Chart
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AIBBX vs. FSSNX commentary
Jan 30, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is AIBBX is a Hold and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. AIBBX (178M). FSSNX pays higher dividends than AIBBX: FSSNX (1.36) vs AIBBX (0.50). AIBBX was incepted earlier than FSSNX: AIBBX (9 years) vs FSSNX (13 years). AIBBX is a more actively managed with annual turnover of: 10.00 vs. FSSNX (9.00). AIBBX (0) and FSSNX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 16.07 vs. AIBBX (11.23). FSSNX return over 5 years is better than : 47.92 vs. AIBBX (30.16).
| AIBBX | FSSNX | AIBBX / FSSNX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 2.055 | 2.421 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 178M | 27.1B | 1% |
| Annual Yield % from dividends | 0.50 | 1.36 | 37% |
| Returns for 1 year | 11.23 | 16.07 | 70% |
| Returns for 3 years | 9.26 | 21.73 | 43% |
| Returns for 5 years | 30.16 | 47.92 | 63% |
| Returns for 10 years | N/A | 91.14 | - |