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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
JPMorgan Small Cap Equity R5
Price$54.35
Change-$1.30 (-2.34%)
VolumeN/A
Net Assets4.27B
FSSNX vs JSERX Comparison Chart
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FSSNX vs. JSERX 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 JSERX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. JSERX (4.27B). FSSNX pays higher dividends than JSERX: FSSNX (1.36) vs JSERX (0.88). FSSNX was incepted earlier than JSERX: FSSNX (13 years) vs JSERX (19 years). JSERX is a more actively managed with annual turnover of: 22.00 vs. FSSNX (9.00). FSSNX (0) and JSERX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 13.98 vs. JSERX (-0.37). FSSNX return over 5 years is better than : 40.86 vs. JSERX (-9.97).
| FSSNX | JSERX | FSSNX / JSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 1.553 | -0.622 | -250% |
| 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 | 0.88 | 155% |
| Returns for 1 year | 13.98 | -0.37 | -3,799% |
| Returns for 3 years | 19.91 | -9.14 | -218% |
| Returns for 5 years | 40.86 | -9.97 | -410% |
| Returns for 10 years | 78.85 | 12.77 | 618% |