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CALRX vs FSSNX
CALRX vs FSSNX Comparison
Open Charts CALRX vs FSSNX
Fidelity Small Cap Index
Price$25.48
Change+$0.41 (+1.64%)
VolumeN/A
Net Assets24.17B
CALRX vs FSSNX Comparison Chart
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CALRX vs. FSSNX commentary
Apr 03, 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 CALRX is a Buy and FSSNX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. CALRX (2.71B). FSSNX pays higher dividends than CALRX: FSSNX (1.13) vs CALRX (0.33). CALRX was incepted earlier than FSSNX: CALRX (6 years) vs FSSNX (14 years). CALRX (0.86) is less costly to investors than FSSNX (0.03). CALRX is a more actively managed with annual turnover of: 32.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than CALRX: FSSNX (0) vs CALRX (5000000). CALRX annual gain was more profitable for investors over the last year : 2.57 vs. FSSNX (-1.09). FSSNX return over 5 years is better than : 99.84 vs. CALRX (80.23).
| CALRX | FSSNX | CALRX / FSSNX | |
| Total Expense Ratio | 0.86 | 0.03 | 3,440% |
| Annual Report Gross Expense Ratio | 0.86 | 0.03 | 3,440% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -3.679 | -9.429 | 39% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.71B | 24.2B | 11% |
| Annual Yield % from dividends | 0.33 | 1.13 | 29% |
| Returns for 1 year | 2.57 | -1.09 | -236% |
| Returns for 3 years | 4.58 | 1.04 | 438% |
| Returns for 5 years | 80.23 | 99.84 | 80% |
| Returns for 10 years | N/A | 56.42 | - |
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