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FSSNX vs LSVAX
FSSNX vs LSVAX Comparison
Open Charts FSSNX vs LSVAX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
Loomis Sayles Small Cap Value Admin
Price$19.62
Change+$0.10 (+0.51%)
VolumeN/A
Net Assets394.16M
FSSNX vs LSVAX Comparison Chart
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FSSNX vs. LSVAX commentary
Jan 19, 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 LSVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. LSVAX (394M). FSSNX pays higher dividends than LSVAX: FSSNX (1.36) vs LSVAX (0.00). FSSNX was incepted earlier than LSVAX: FSSNX (13 years) vs LSVAX (27 years). LSVAX is a more actively managed with annual turnover of: 26.00 vs. FSSNX (9.00). FSSNX (0) and LSVAX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 20.08 vs. LSVAX (5.77). FSSNX return over 5 years is better than : 40.02 vs. LSVAX (-25.20).
| FSSNX | LSVAX | FSSNX / LSVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 2.095 | 3.318 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 394M | 6,878% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 20.08 | 5.77 | 348% |
| Returns for 3 years | 13.99 | -22.45 | -62% |
| Returns for 5 years | 40.02 | -25.20 | -159% |
| Returns for 10 years | 89.83 | -38.38 | -234% |