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FSMBX vs FSSNX
FSMBX vs FSSNX Comparison
Open Charts FSMBX vs FSSNX
Tributary Small/Mid Cap Instl Plus
Price$15.44
Change+$0.25 (+1.65%)
VolumeN/A
Net Assets39.16M
Fidelity Small Cap Index
Price$25.27
Change+$0.46 (+1.85%)
VolumeN/A
Net Assets23.69B
FSMBX vs FSSNX Comparison Chart
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FSMBX vs. FSSNX commentary
May 09, 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 FSMBX is a StrongBuy and FSSNX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. FSMBX (39.2M). FSSNX pays higher dividends than FSMBX: FSSNX (1.16) vs FSMBX (0.16). FSMBX was incepted earlier than FSSNX: FSMBX (6 years) vs FSSNX (14 years). FSMBX (1.62) is less costly to investors than FSSNX (0.03). FSMBX is a more actively managed with annual turnover of: 23.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than FSMBX: FSSNX (0) vs FSMBX (5000000). FSSNX annual gain was more profitable for investors over the last year : -1.73 vs. FSMBX (-3.92). FSMBX return over 5 years is better than : 74.54 vs. FSSNX (56.34).
| FSMBX | FSSNX | FSMBX / FSSNX | |
| Total Expense Ratio | 0.90 | 0.03 | 3,600% |
| Annual Report Gross Expense Ratio | 1.62 | 0.03 | 6,480% |
| Fund Existence | 6 years | 14 years | - |
| Gain YTD | -9.283 | -10.368 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 5000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2M | 23.7B | 0% |
| Annual Yield % from dividends | 0.16 | 1.16 | 13% |
| Returns for 1 year | -3.92 | -1.73 | 226% |
| Returns for 3 years | 15.01 | 18.54 | 81% |
| Returns for 5 years | 74.54 | 56.34 | 132% |
| Returns for 10 years | N/A | 57.12 | - |
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