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FSSNX vs JSEPX
FSSNX vs JSEPX Comparison
Open Charts FSSNX vs JSEPX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
JPMorgan Small Cap Equity R3
Price$40.60
Change-$0.97 (-2.33%)
VolumeN/A
Net Assets4.27B
FSSNX vs JSEPX Comparison Chart
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FSSNX vs. JSEPX commentary
Feb 23, 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: 27.2B vs. JSEPX (4.27B). 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 : 10.61 vs. JSEPX (-3.47). FSSNX return over 5 years is better than : 36.70 vs. JSEPX (-20.77).
| 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 | -1.445 | -0.685 | 211% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 4.27B | 638% |
| Annual Yield % from dividends | 1.36 | 1.06 | 129% |
| Returns for 1 year | 10.61 | -3.47 | -306% |
| Returns for 3 years | 16.37 | -15.79 | -104% |
| Returns for 5 years | 36.70 | -20.77 | -177% |
| Returns for 10 years | 73.57 | N/A | - |
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