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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$28.29
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets25.56B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.27
Change+$0.12 (+0.79%)
VolumeN/A
Net Assets409.09M
FSSNX vs SBHVX Comparison Chart in %
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FSSNX vs. SBHVX commentary
Jul 26, 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 SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. SBHVX (409M). SBHVX pays higher dividends than FSSNX: SBHVX (1.09) vs FSSNX (0.92). FSSNX was incepted earlier than SBHVX: FSSNX (14 years) vs SBHVX (12 years). SBHVX (1.00) is less costly to investors than FSSNX (0.03). SBHVX is a more actively managed with annual turnover of: 33.00 vs. FSSNX (14.00). 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 : 2.88 vs. SBHVX (1.24). FSSNX return over 5 years is better than : 60.34 vs. SBHVX (48.13).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.00 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 1.806 | 1.746 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 409M | 6,259% |
| Annual Yield % from dividends | 0.92 | 1.09 | 84% |
| Returns for 1 year | 2.88 | 1.24 | 232% |
| Returns for 3 years | 30.91 | 23.79 | 130% |
| Returns for 5 years | 60.34 | 48.13 | 125% |
| Returns for 10 years | 81.44 | 46.06 | 177% |
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