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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R3
Price$45.95
Change-$0.43 (-0.93%)
VolumeN/A
CapitalizationN/A
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FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX 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 JSEPX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. JSEPX (4.62B). 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 : 26.99 vs. JSEPX (18.19). FSSNX return over 5 years is better than : 46.04 vs. JSEPX (-6.96).
| 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 | 11.051 | 10.139 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 4.62B | 592% |
| Annual Yield % from dividends | 1.36 | 1.06 | 129% |
| Returns for 1 year | 26.99 | 18.19 | 148% |
| Returns for 3 years | 3.98 | -26.37 | -15% |
| Returns for 5 years | 46.04 | -6.96 | -662% |
| Returns for 10 years | 90.72 | N/A | - |
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