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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$26.63
Change+$0.44 (+1.68%)
VolumeN/A
Net Assets24.88B
Segall Bryant & Hamill Sm Cp Val Ins
Price$14.25
Change+$0.23 (+1.64%)
VolumeN/A
Net Assets392.15M
FSSNX vs SBHVX Comparison Chart
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FSSNX vs. SBHVX commentary
Jun 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 StrongBuy and SBHVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. SBHVX (392M). SBHVX (1.15) and FSSNX (1.10) have matching dividends . 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 (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 : 3.90 vs. SBHVX (0.89). FSSNX return over 5 years is better than : 45.42 vs. SBHVX (28.32).
| 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 | -5.383 | -5.843 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 392M | 6,352% |
| Annual Yield % from dividends | 1.10 | 1.15 | 96% |
| Returns for 1 year | 3.90 | 0.89 | 438% |
| Returns for 3 years | 14.69 | 7.54 | 195% |
| Returns for 5 years | 45.42 | 28.32 | 160% |
| Returns for 10 years | 65.51 | 27.88 | 235% |
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