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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$23.80
Change-$1.68 (-6.59%)
VolumeN/A
Net Assets24.17B
JPMorgan Small Cap Equity R5
Price$48.44
Change-$3.34 (-6.45%)
VolumeN/A
Net Assets3.96B
FSSNX vs JSERX Comparison Chart
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FSSNX vs. JSERX commentary
Apr 04, 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: 24.2B vs. JSERX (3.96B). FSSNX pays higher dividends than JSERX: FSSNX (1.13) 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 : -0.02 vs. JSERX (-7.06). FSSNX return over 5 years is better than : 103.11 vs. JSERX (33.80).
| 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 | -7.948 | -5.321 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 3.96B | 611% |
| Annual Yield % from dividends | 1.13 | 0.48 | 235% |
| Returns for 1 year | -0.02 | -7.06 | 0% |
| Returns for 3 years | 2.50 | -16.16 | -15% |
| Returns for 5 years | 103.11 | 33.80 | 305% |
| Returns for 10 years | 58.34 | 5.86 | 996% |
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