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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$25.46
Change-$0.07 (-0.27%)
VolumeN/A
Net Assets23.69B
JPMorgan Small Cap Equity R5
Price$51.15
Change-$0.18 (-0.35%)
VolumeN/A
Net Assets3.75B
FSSNX vs JSERX Comparison Chart
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FSSNX vs. JSERX commentary
May 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. JSERX (3.75B). FSSNX pays higher dividends than JSERX: FSSNX (1.16) vs JSERX (0.50). 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 : 1.12 vs. JSERX (-6.86). FSSNX return over 5 years is better than : 57.26 vs. JSERX (3.15).
| 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 | -8.020 | -6.473 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 3.75B | 632% |
| Annual Yield % from dividends | 1.16 | 0.50 | 232% |
| Returns for 1 year | 1.12 | -6.86 | -16% |
| Returns for 3 years | 21.37 | -4.95 | -431% |
| Returns for 5 years | 57.26 | 3.15 | 1,819% |
| Returns for 10 years | 60.77 | 6.21 | 978% |
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