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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$23.44
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets24.17B
JPMorgan Small Cap Equity R3
Price$35.33
Change+$0.29 (+0.83%)
VolumeN/A
Net Assets3.59B
FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX commentary
Apr 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 Buy and JSEPX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. JSEPX (3.59B). FSSNX pays higher dividends than JSEPX: FSSNX (1.13) vs JSEPX (0.16). FSSNX was incepted earlier than JSEPX: FSSNX (14 years) vs JSEPX (9 years). JSEPX (1.25) is less costly to investors than FSSNX (0.03). JSEPX is a more actively managed with annual turnover of: 19.00 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 : -2.01 vs. JSEPX (-13.20). FSSNX return over 5 years is better than : 59.95 vs. JSEPX (-7.18).
| FSSNX | JSEPX | FSSNX / JSEPX | |
| Total Expense Ratio | 0.03 | 1.25 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.25 | 2% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -15.318 | -13.576 | 113% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 3.59B | 675% |
| Annual Yield % from dividends | 1.13 | 0.16 | 727% |
| Returns for 1 year | -2.01 | -13.20 | 15% |
| Returns for 3 years | -0.79 | -25.96 | 3% |
| Returns for 5 years | 59.95 | -7.18 | -835% |
| Returns for 10 years | 45.09 | N/A | - |
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