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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$23.44
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets24.17B
Segall Bryant & Hamill Sm Cp Val Ins
Price$12.28
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
FSSNX vs SBHVX Comparison Chart
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FSSNX vs. SBHVX commentary
Apr 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 Buy and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. SBHVX (359M). SBHVX (1.16) and FSSNX (1.13) have matching dividends . FSSNX was incepted earlier than SBHVX: FSSNX (14 years) vs SBHVX (12 years). SBHVX (0.99) is less costly to investors than FSSNX (0.03). SBHVX is a more actively managed with annual turnover of: 35.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SBHVX: FSSNX (0) vs SBHVX (250000). FSSNX annual gain was more profitable for investors over the last year : -2.89 vs. SBHVX (-8.00). FSSNX return over 5 years is better than : 58.52 vs. SBHVX (33.53).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.99 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -16.077 | -17.931 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 359M | 6,741% |
| Annual Yield % from dividends | 1.13 | 1.16 | 98% |
| Returns for 1 year | -2.89 | -8.00 | 36% |
| Returns for 3 years | -1.68 | -10.48 | 16% |
| Returns for 5 years | 58.52 | 33.53 | 175% |
| Returns for 10 years | 43.79 | 13.04 | 336% |
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