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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.92
Change-$0.35 (-2.29%)
VolumeN/A
Net Assets494.76M
FSSNX vs SBHVX Comparison Chart
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FSSNX vs. SBHVX commentary
Feb 23, 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: 27.2B vs. SBHVX (495M). FSSNX (1.36) and SBHVX (1.31) have matching dividends . FSSNX was incepted earlier than SBHVX: FSSNX (13 years) vs SBHVX (12 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 : 10.61 vs. SBHVX (9.63). FSSNX return over 5 years is better than : 36.70 vs. SBHVX (23.91).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | -1.445 | 0.201 | -717% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 495M | 5,495% |
| Annual Yield % from dividends | 1.36 | 1.31 | 104% |
| Returns for 1 year | 10.61 | 9.63 | 110% |
| Returns for 3 years | 16.37 | 8.68 | 189% |
| Returns for 5 years | 36.70 | 23.91 | 153% |
| Returns for 10 years | 73.57 | 39.99 | 184% |
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