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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
JPMorgan Small Cap Equity R3
Price$42.22
Change+$0.27 (+0.64%)
VolumeN/A
Net Assets4.5B
FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX commentary
Jan 19, 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 FSSNX is a Hold and JSEPX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. JSEPX (4.5B). FSSNX pays higher dividends than JSEPX: FSSNX (1.36) vs JSEPX (1.06). FSSNX was incepted earlier than JSEPX: FSSNX (13 years) vs JSEPX (8 years). JSEPX is a more actively managed with annual turnover of: 22.00 vs. FSSNX (9.00). FSSNX (0) and JSEPX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 20.08 vs. JSEPX (4.06). FSSNX return over 5 years is better than : 40.02 vs. JSEPX (-17.72).
| FSSNX | JSEPX | FSSNX / JSEPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 2.095 | 3.278 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 4.5B | 602% |
| Annual Yield % from dividends | 1.36 | 1.06 | 129% |
| Returns for 1 year | 20.08 | 4.06 | 495% |
| Returns for 3 years | 13.99 | -16.59 | -84% |
| Returns for 5 years | 40.02 | -17.72 | -226% |
| Returns for 10 years | 89.83 | N/A | - |
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