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FSSNX vs IYSMX
FSSNX vs IYSMX Comparison
Open Charts FSSNX vs IYSMX
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
Delaware Ivy Smid Cap Core Fund
Price$16.34
Change-$0.14 (-0.85%)
VolumeN/A
CapitalizationN/A
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FSSNX vs IYSMX Comparison Chart
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FSSNX vs. IYSMX commentary
Sep 21, 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 IYSMX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. IYSMX (355M). FSSNX pays higher dividends than IYSMX: FSSNX (1.36) vs IYSMX (0.55). FSSNX was incepted earlier than IYSMX: FSSNX (13 years) vs IYSMX (12 years). IYSMX is a more actively managed with annual turnover of: 13.00 vs. FSSNX (9.00). FSSNX (0) and IYSMX (0) have matching initial minimum investment requirements. FSSNX (26.99) and IYSMX (26.49) have marching annual gain over last year. FSSNX return over 5 years is better than : 46.04 vs. IYSMX (-5.38).
| FSSNX | IYSMX | FSSNX / IYSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 11.051 | 12.259 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 355M | 7,690% |
| Annual Yield % from dividends | 1.36 | 0.55 | 246% |
| Returns for 1 year | 26.99 | 26.49 | 102% |
| Returns for 3 years | 3.98 | -24.74 | -16% |
| Returns for 5 years | 46.04 | -5.38 | -856% |
| Returns for 10 years | 90.72 | -9.03 | -1,004% |