Ad is loading...
FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$25.23
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets23.69B
Segall Bryant & Hamill Sm Cp Val Ins
Price$13.45
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
FSSNX vs SBHVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSSNX vs. SBHVX commentary
May 12, 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 Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. SBHVX (389M). SBHVX pays higher dividends than FSSNX: SBHVX (1.23) vs FSSNX (1.16). FSSNX was incepted earlier than SBHVX: FSSNX (14 years) vs SBHVX (12 years). SBHVX (0.99) 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 : -0.96 vs. SBHVX (-5.04). FSSNX return over 5 years is better than : 58.99 vs. SBHVX (37.37).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.99 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -8.851 | -9.671 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 389M | 6,093% |
| Annual Yield % from dividends | 1.16 | 1.23 | 94% |
| Returns for 1 year | -0.96 | -5.04 | 19% |
| Returns for 3 years | 20.55 | 11.22 | 183% |
| Returns for 5 years | 58.99 | 37.37 | 158% |
| Returns for 10 years | 60.15 | 24.52 | 245% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers