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FSSNX vs NWQFX
FSSNX vs NWQFX Comparison
Open Charts FSSNX vs NWQFX
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
Nuveen Small/Mid Cap Value R6
Price$33.72
Change-$1.32 (-3.77%)
VolumeN/A
CapitalizationN/A
FSSNX vs NWQFX Comparison Chart
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FSSNX vs. NWQFX commentary
Dec 19, 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 Hold and NWQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. NWQFX (112M). FSSNX pays higher dividends than NWQFX: FSSNX (1.36) vs NWQFX (0.58). FSSNX was incepted earlier than NWQFX: FSSNX (13 years) vs NWQFX (8 years). NWQFX is a more actively managed with annual turnover of: 39.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than NWQFX: FSSNX (0) vs NWQFX (1000000). FSSNX annual gain was more profitable for investors over the last year : 19.49 vs. NWQFX (15.66). FSSNX return over 5 years is better than : 46.38 vs. NWQFX (37.81).
| FSSNX | NWQFX | FSSNX / NWQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 16.770 | 14.063 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 112M | 26,339% |
| Annual Yield % from dividends | 1.36 | 0.58 | 233% |
| Returns for 1 year | 19.49 | 15.66 | 124% |
| Returns for 3 years | 12.65 | 22.17 | 57% |
| Returns for 5 years | 46.38 | 37.81 | 123% |
| Returns for 10 years | 90.42 | N/A | - |
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