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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$28.78
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R3
Price$47.40
Change-$0.45 (-0.94%)
VolumeN/A
CapitalizationN/A
FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX commentary
Nov 18, 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 StrongSell and JSEPX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 26.9B vs. JSEPX (4.63B). 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 : 31.85 vs. JSEPX (21.95). FSSNX return over 5 years is better than : 47.46 vs. JSEPX (-6.37).
| 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 | 15.090 | 13.615 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 4.63B | 581% |
| Annual Yield % from dividends | 1.36 | 1.06 | 129% |
| Returns for 1 year | 31.85 | 21.95 | 145% |
| Returns for 3 years | -2.14 | -30.07 | 7% |
| Returns for 5 years | 47.46 | -6.37 | -745% |
| Returns for 10 years | 88.44 | N/A | - |
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