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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$25.23
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets23.69B
JPMorgan Small Cap Equity R3
Price$38.09
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets3.78B
FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX commentary
May 12, 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 StrongBuy and JSEPX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. JSEPX (3.78B). FSSNX pays higher dividends than JSEPX: FSSNX (1.16) 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 : -0.96 vs. JSEPX (-11.13). FSSNX return over 5 years is better than : 58.99 vs. JSEPX (-7.38).
| 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 | -8.851 | -6.825 | 130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 3.78B | 627% |
| Annual Yield % from dividends | 1.16 | 0.16 | 720% |
| Returns for 1 year | -0.96 | -11.13 | 9% |
| Returns for 3 years | 20.55 | -12.20 | -168% |
| Returns for 5 years | 58.99 | -7.38 | -799% |
| Returns for 10 years | 60.15 | N/A | - |
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