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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$29.79
Change+$0.81 (+2.80%)
VolumeN/A
Net Assets29.03B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.66
Change+$0.55 (+3.64%)
VolumeN/A
Net Assets398.29M
FSSNX vs SBRVX Comparison Chart in %
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FSSNX vs. SBRVX commentary
Nov 23, 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 Hold and SBRVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29B vs. SBRVX (398M). SBRVX pays higher dividends than FSSNX: SBRVX (0.90) vs FSSNX (0.80). 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 : -1.01 vs. SBRVX (-7.28). FSSNX return over 5 years is better than : 35.07 vs. SBRVX (28.29).
| 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 | 4.697 | 1.751 | 268% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 398M | 7,286% |
| Annual Yield % from dividends | 0.80 | 0.90 | 89% |
| Returns for 1 year | -1.01 | -7.28 | 14% |
| Returns for 3 years | 29.97 | 17.27 | 174% |
| Returns for 5 years | 35.07 | 28.29 | 124% |
| Returns for 10 years | 91.09 | N/A | - |
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