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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.29
Change+$0.05 (+0.33%)
VolumeN/A
Net Assets516.38M
FSSNX vs SBHVX Comparison Chart
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FSSNX vs. SBHVX commentary
Jan 19, 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 Hold and SBHVX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. SBHVX (516M). 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 : 20.08 vs. SBHVX (16.94). FSSNX return over 5 years is better than : 40.02 vs. SBHVX (23.12).
| 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 | 2.095 | 2.686 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 516M | 5,252% |
| Annual Yield % from dividends | 1.36 | 1.31 | 104% |
| Returns for 1 year | 20.08 | 16.94 | 119% |
| Returns for 3 years | 13.99 | 7.63 | 183% |
| Returns for 5 years | 40.02 | 23.12 | 173% |
| Returns for 10 years | 89.83 | 50.17 | 179% |
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