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FSSNX vs NWQFX
FSSNX vs NWQFX Comparison
Open Charts FSSNX vs NWQFX
Fidelity Small Cap Index
Price$27.15
Change+$0.45 (+1.69%)
VolumeN/A
Net Assets24.88B
Nuveen Small/Mid Cap Value R6
Price$33.38
Change+$0.53 (+1.61%)
VolumeN/A
Net Assets89.78M
FSSNX vs NWQFX Comparison Chart in %
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FSSNX vs. NWQFX commentary
Jun 27, 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 NWQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. NWQFX (89.8M). NWQFX pays higher dividends than FSSNX: NWQFX (1.56) vs FSSNX (1.10). FSSNX was incepted earlier than NWQFX: FSSNX (14 years) vs NWQFX (9 years). NWQFX (0.97) is less costly to investors than FSSNX (0.03). NWQFX is a more actively managed with annual turnover of: 81.00 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 : 7.48 vs. NWQFX (-0.36). NWQFX return over 5 years is better than : 70.69 vs. FSSNX (61.92).
| FSSNX | NWQFX | FSSNX / NWQFX | |
| Total Expense Ratio | 0.03 | 0.86 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.97 | 3% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -3.540 | -1.617 | 219% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 89.8M | 27,728% |
| Annual Yield % from dividends | 1.10 | 1.56 | 70% |
| Returns for 1 year | 7.48 | -0.36 | -2,099% |
| Returns for 3 years | 26.58 | 28.39 | 94% |
| Returns for 5 years | 61.92 | 70.69 | 88% |
| Returns for 10 years | 68.93 | N/A | - |
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