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FSSNX vs LSVAX
FSSNX vs LSVAX Comparison
Open Charts FSSNX vs LSVAX
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Small Cap Value Admin
Price$21.38
Change-$0.18 (-0.83%)
VolumeN/A
CapitalizationN/A
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FSSNX vs LSVAX Comparison Chart
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FSSNX vs. LSVAX 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 LSVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.3B vs. LSVAX (402M). 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 : 26.99 vs. LSVAX (0.19). FSSNX return over 5 years is better than : 46.04 vs. LSVAX (-20.64).
| 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 | 11.051 | 10.720 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 402M | 6,791% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 26.99 | 0.19 | 14,400% |
| Returns for 3 years | 3.98 | -24.93 | -16% |
| Returns for 5 years | 46.04 | -20.64 | -223% |
| Returns for 10 years | 90.72 | -40.10 | -226% |