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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$28.20
Change+$0.34 (+1.22%)
VolumeN/A
Net Assets25.56B
JPMorgan Small Cap Equity R5
Price$54.79
Change+$0.79 (+1.46%)
VolumeN/A
Net Assets3.84B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Jul 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. JSERX (3.84B). FSSNX pays higher dividends than JSERX: FSSNX (0.92) vs JSERX (0.46). 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 (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 : 0.94 vs. JSERX (-7.66). FSSNX return over 5 years is better than : 57.92 vs. JSERX (-0.54).
| 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 | 0.650 | -1.262 | -52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 3.84B | 666% |
| Annual Yield % from dividends | 0.92 | 0.46 | 199% |
| Returns for 1 year | 0.94 | -7.66 | -12% |
| Returns for 3 years | 34.41 | 0.67 | 5,104% |
| Returns for 5 years | 57.92 | -0.54 | -10,678% |
| Returns for 10 years | 74.25 | 11.38 | 653% |
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