Interact to see
Advertisement
Advertisement
FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$30.79
Change-$0.18 (-0.58%)
VolumeN/A
Net Assets28.42B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.05
Change-$0.06 (-0.37%)
VolumeN/A
Net Assets427.16M
FSSNX vs SBHVX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSSNX vs. SBHVX commentary
Oct 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: 28.4B vs. SBHVX (427M). SBHVX pays higher dividends than FSSNX: SBHVX (0.99) vs FSSNX (0.82). 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 : 9.17 vs. SBHVX (2.64). FSSNX return over 5 years is better than : 56.90 vs. SBHVX (48.75).
| 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 | 11.236 | 7.790 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 427M | 6,651% |
| Annual Yield % from dividends | 0.82 | 0.99 | 83% |
| Returns for 1 year | 9.17 | 2.64 | 347% |
| Returns for 3 years | 46.51 | 36.80 | 126% |
| Returns for 5 years | 56.90 | 48.75 | 117% |
| Returns for 10 years | 107.79 | 54.03 | 199% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| LGLV | 175.03 | 1.15 | +0.66% |
| SPDR® SSGA US Large Cap Low Volatil ETF | |||
| XYLG | 28.96 | 0.18 | +0.64% |
| Global X S&P 500® Covered Call & Gr ETF | |||
| ABIG | 31.35 | 0.14 | +0.46% |
| Argent Large Cap ETF | |||
| GAPR | 39.27 | 0.13 | +0.34% |
| FT Vest U.S. Eq Mod Buf ETF - Apr | |||
| MSTZ | 6.09 | -0.28 | -4.40% |
| T-REX 2X Inverse MSTR Daily Target ETF | |||