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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
JPMorgan Small Cap Equity R5
Price$59.95
Change-$0.56 (-0.93%)
VolumeN/A
CapitalizationN/A
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FSSNX vs JSERX Comparison Chart
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FSSNX vs. JSERX commentary
Sep 21, 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 StrongBuy and JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. JSERX (4.62B). FSSNX pays higher dividends than JSERX: FSSNX (1.36) vs JSERX (0.88). FSSNX was incepted earlier than JSERX: FSSNX (13 years) vs JSERX (18 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 : 26.99 vs. JSERX (19.83). FSSNX return over 5 years is better than : 46.04 vs. JSERX (3.65).
| FSSNX | JSERX | FSSNX / JSERX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 11.051 | 10.507 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 4.62B | 592% |
| Annual Yield % from dividends | 1.36 | 0.88 | 155% |
| Returns for 1 year | 26.99 | 19.83 | 136% |
| Returns for 3 years | 3.98 | -19.64 | -20% |
| Returns for 5 years | 46.04 | 3.65 | 1,260% |
| Returns for 10 years | 90.72 | 26.39 | 344% |
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