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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$29.74
Change+$0.19 (+0.64%)
VolumeN/A
Net Assets25.89B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.94
Change+$0.06 (+0.38%)
VolumeN/A
Net Assets416M
FSSNX vs SBRVX Comparison Chart in %
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FSSNX vs. SBRVX commentary
Aug 28, 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: 25.9B vs. SBRVX (416M). SBRVX pays higher dividends than FSSNX: SBRVX (0.98) vs FSSNX (0.90). 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 (14.00). 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 : 8.71 vs. SBRVX (4.76). FSSNX return over 5 years is better than : 56.14 vs. SBRVX (49.13).
| 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 | 6.756 | 6.936 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 416M | 6,226% |
| Annual Yield % from dividends | 0.90 | 0.98 | 92% |
| Returns for 1 year | 8.71 | 4.76 | 183% |
| Returns for 3 years | 30.28 | 26.80 | 113% |
| Returns for 5 years | 56.14 | 49.13 | 114% |
| Returns for 10 years | 100.04 | N/A | - |
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