Ad is loading...
FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R5
Price$55.11
Change-$2.04 (-3.57%)
VolumeN/A
CapitalizationN/A
FSSNX vs JSERX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSSNX vs. JSERX commentary
Dec 19, 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 Hold and JSERX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. JSERX (4.56B). 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 : 19.49 vs. JSERX (7.17). FSSNX return over 5 years is better than : 46.38 vs. JSERX (-2.43).
| 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 | 16.770 | 5.346 | 314% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 4.56B | 648% |
| Annual Yield % from dividends | 1.36 | 0.88 | 155% |
| Returns for 1 year | 19.49 | 7.17 | 272% |
| Returns for 3 years | 12.65 | -10.74 | -118% |
| Returns for 5 years | 46.38 | -2.43 | -1,908% |
| Returns for 10 years | 90.42 | 24.12 | 375% |
View a ticker or compare two or three
VS
VS
Ad is loading...