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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$28.79
Change-$0.36 (-1.23%)
VolumeN/A
Net Assets25.89B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.58
Change-$0.23 (-1.45%)
VolumeN/A
Net Assets414.62M
FSSNX vs SBHVX Comparison Chart in %
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FSSNX vs. SBHVX commentary
Aug 15, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. SBHVX (415M). SBHVX pays higher dividends than FSSNX: SBHVX (1.08) vs FSSNX (0.90). 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 : 13.39 vs. SBHVX (10.17). FSSNX return over 5 years is better than : 54.18 vs. SBHVX (45.61).
| 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 | 5.311 | 6.179 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 415M | 6,241% |
| Annual Yield % from dividends | 0.90 | 1.08 | 84% |
| Returns for 1 year | 13.39 | 10.17 | 132% |
| Returns for 3 years | 20.82 | 20.37 | 102% |
| Returns for 5 years | 54.18 | 45.61 | 119% |
| Returns for 10 years | 87.36 | 48.20 | 181% |
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