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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$27.77
Change-$0.31 (-1.10%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.38
Change-$0.20 (-1.28%)
VolumeN/A
CapitalizationN/A
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FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX commentary
Sep 21, 2024
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: 27.3B vs. SBRVX (511M). FSSNX pays higher dividends than SBRVX: FSSNX (1.36) vs SBRVX (1.19). FSSNX was incepted earlier than SBRVX: FSSNX (13 years) vs SBRVX (5 years). SBRVX is a more actively managed with annual turnover of: 35.00 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 : 26.99 vs. SBRVX (22.03).
| FSSNX | SBRVX | FSSNX / SBRVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 11.051 | 11.369 | 97% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.3B | 511M | 5,342% |
| Annual Yield % from dividends | 1.36 | 1.19 | 114% |
| Returns for 1 year | 26.99 | 22.03 | 123% |
| Returns for 3 years | 3.98 | 9.09 | 44% |
| Returns for 5 years | 46.04 | N/A | - |
| Returns for 10 years | 90.72 | N/A | - |