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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$28.78
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R5
Price$61.87
Change-$0.60 (-0.96%)
VolumeN/A
CapitalizationN/A
FSSNX vs JSERX Comparison Chart
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FSSNX vs. JSERX commentary
Nov 18, 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 StrongSell and JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 26.9B vs. JSERX (4.63B). 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 : 31.85 vs. JSERX (23.62). FSSNX return over 5 years is better than : 47.46 vs. JSERX (4.28).
| 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 | 15.090 | 14.046 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 4.63B | 581% |
| Annual Yield % from dividends | 1.36 | 0.88 | 155% |
| Returns for 1 year | 31.85 | 23.62 | 135% |
| Returns for 3 years | -2.14 | -23.70 | 9% |
| Returns for 5 years | 47.46 | 4.28 | 1,109% |
| Returns for 10 years | 88.44 | 23.72 | 373% |
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