Ad is loading...
FSSNX vs ISPVX
FSSNX vs ISPVX Comparison
Open Charts FSSNX vs ISPVX
Fidelity Small Cap Index
Price$26.06
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Smid Cap Core Fund Class R6
Price$18.50
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FSSNX vs ISPVX Comparison Chart
Loading...
FSSNX vs. ISPVX commentary
Sep 13, 2024
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 FSSNX is a StrongBuy and ISPVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. ISPVX (336M). FSSNX pays higher dividends than ISPVX: FSSNX (1.36) vs ISPVX (0.78). FSSNX was incepted earlier than ISPVX: FSSNX (13 years) vs ISPVX (10 years). ISPVX is a more actively managed with annual turnover of: 13.00 vs. FSSNX (9.00). FSSNX (0) and ISPVX (0) have matching initial minimum investment requirements. ISPVX annual gain was more profitable for investors over the last year : 18.75 vs. FSSNX (17.45). FSSNX return over 5 years is better than : 37.94 vs. ISPVX (-2.25).
| FSSNX | ISPVX | FSSNX / ISPVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 6.093 | 8.302 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 336M | 8,125% |
| Annual Yield % from dividends | 1.36 | 0.78 | 175% |
| Returns for 1 year | 17.45 | 18.75 | 93% |
| Returns for 3 years | -3.07 | -24.60 | 12% |
| Returns for 5 years | 37.94 | -2.25 | -1,689% |
| Returns for 10 years | 77.85 | -2.90 | -2,689% |