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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$29.82
Change+$0.37 (+1.26%)
VolumeN/A
Net Assets27.66B
Segall Bryant & Hamill Sm Cp Val Ins
Price$16.16
Change+$0.27 (+1.70%)
VolumeN/A
Net Assets419.14M
FSSNX vs SBHVX Comparison Chart in %
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FSSNX vs. SBHVX commentary
Sep 07, 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 Buy and SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.7B vs. SBHVX (419M). SBHVX pays higher dividends than FSSNX: SBHVX (0.99) vs FSSNX (0.84). 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 : 13.29 vs. SBHVX (10.55). FSSNX return over 5 years is better than : 61.93 vs. SBHVX (53.35).
| 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 | 7.731 | 8.529 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 419M | 6,611% |
| Annual Yield % from dividends | 0.84 | 0.99 | 85% |
| Returns for 1 year | 13.29 | 10.55 | 126% |
| Returns for 3 years | 39.27 | 36.49 | 108% |
| Returns for 5 years | 61.93 | 53.35 | 116% |
| Returns for 10 years | 101.99 | 56.80 | 180% |
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