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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.26
Change+$0.06 (+0.39%)
VolumeN/A
Net Assets516.38M
FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. SBRVX (516M). 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 : 20.08 vs. SBRVX (16.77). FSSNX return over 5 years is better than : 40.02 vs. SBRVX (22.48).
| 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 | 2.095 | 2.761 | 76% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 516M | 5,252% |
| Annual Yield % from dividends | 1.36 | 1.19 | 114% |
| Returns for 1 year | 20.08 | 16.77 | 120% |
| Returns for 3 years | 13.99 | 7.14 | 196% |
| Returns for 5 years | 40.02 | 22.48 | 178% |
| Returns for 10 years | 89.83 | N/A | - |
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