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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.98
Change-$0.58 (-3.73%)
VolumeN/A
CapitalizationN/A
FSSNX vs SBHVX Comparison Chart
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FSSNX vs. SBHVX 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 SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. SBHVX (531M). FSSNX (1.36) and SBHVX (1.31) have matching dividends . FSSNX was incepted earlier than SBHVX: FSSNX (13 years) vs SBHVX (11 years). 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 : 19.49 vs. SBHVX (13.55). FSSNX return over 5 years is better than : 46.38 vs. SBHVX (25.39).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 16.770 | 12.509 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 531M | 5,556% |
| Annual Yield % from dividends | 1.36 | 1.31 | 104% |
| Returns for 1 year | 19.49 | 13.55 | 144% |
| Returns for 3 years | 12.65 | 10.53 | 120% |
| Returns for 5 years | 46.38 | 25.39 | 183% |
| Returns for 10 years | 90.42 | 47.42 | 191% |
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