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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$29.52
Change+$0.09 (+0.31%)
VolumeN/A
Net Assets29.03B
JPMorgan Small Cap Equity R5
Price$50.23
Change+$0.07 (+0.14%)
VolumeN/A
Net Assets3.2B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Nov 20, 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: 29B vs. JSERX (3.21B). FSSNX pays higher dividends than JSERX: FSSNX (0.80) vs JSERX (0.47). FSSNX was incepted earlier than JSERX: FSSNX (14 years) vs JSERX (20 years). JSERX (0.85) is less costly to investors than FSSNX (0.03). JSERX is a more actively managed with annual turnover of: 52.00 vs. FSSNX (14.00). FSSNX (0) and JSERX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 3.04 vs. JSERX (-18.61). FSSNX return over 5 years is better than : 37.23 vs. JSERX (-22.97).
| 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 | 20 years | - |
| Gain YTD | 6.322 | -8.155 | -78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 3.21B | 905% |
| Annual Yield % from dividends | 0.80 | 0.47 | 170% |
| Returns for 1 year | 3.04 | -18.61 | -16% |
| Returns for 3 years | 32.74 | -12.32 | -266% |
| Returns for 5 years | 37.23 | -22.97 | -162% |
| Returns for 10 years | 96.31 | 7.91 | 1,217% |
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