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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$27.15
Change+$0.45 (+1.69%)
VolumeN/A
Net Assets24.88B
JPMorgan Small Cap Equity R5
Price$53.43
Change+$0.03 (+0.06%)
VolumeN/A
Net Assets3.86B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Jun 28, 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 JSERX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. JSERX (3.86B). FSSNX pays higher dividends than JSERX: FSSNX (1.10) vs JSERX (0.48). FSSNX was incepted earlier than JSERX: FSSNX (14 years) vs JSERX (19 years). JSERX (0.85) is less costly to investors than FSSNX (0.03). JSERX is a more actively managed with annual turnover of: 19.00 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 : 8.22 vs. JSERX (-1.84). FSSNX return over 5 years is better than : 64.65 vs. JSERX (5.07).
| FSSNX | JSERX | FSSNX / JSERX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.85 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -1.915 | -2.359 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 3.86B | 646% |
| Annual Yield % from dividends | 1.10 | 0.48 | 232% |
| Returns for 1 year | 8.22 | -1.84 | -446% |
| Returns for 3 years | 31.17 | -0.30 | -10,467% |
| Returns for 5 years | 64.65 | 5.07 | 1,274% |
| Returns for 10 years | 70.79 | 10.38 | 682% |
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