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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$26.63
Change+$0.44 (+1.68%)
VolumeN/A
Net Assets24.88B
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.20
Change+$0.22 (+1.57%)
VolumeN/A
Net Assets392.15M
FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX 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 SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. SBRVX (392M). FSSNX pays higher dividends than SBRVX: FSSNX (1.10) vs SBRVX (1.04). FSSNX was incepted earlier than SBRVX: FSSNX (14 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than FSSNX (0.03). SBRVX is a more actively managed with annual turnover of: 33.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SBRVX: FSSNX (0) vs SBRVX (2500). FSSNX annual gain was more profitable for investors over the last year : 3.90 vs. SBRVX (0.72). FSSNX return over 5 years is better than : 45.42 vs. SBRVX (27.55).
| FSSNX | SBRVX | FSSNX / SBRVX | |
| Total Expense Ratio | 0.03 | 1.14 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.22 | 2% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -5.383 | -5.859 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 392M | 6,352% |
| Annual Yield % from dividends | 1.10 | 1.04 | 106% |
| Returns for 1 year | 3.90 | 0.72 | 545% |
| Returns for 3 years | 14.69 | 7.12 | 206% |
| Returns for 5 years | 45.42 | 27.55 | 165% |
| Returns for 10 years | 65.51 | N/A | - |
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