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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$25.23
Change-$0.04 (-0.16%)
VolumeN/A
Net Assets23.69B
Segall Bryant & Hamill Sm Cp Val Ret
Price$13.41
Change+$0.02 (+0.15%)
VolumeN/A
Net Assets389.49M
FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX commentary
May 13, 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: 23.7B vs. SBRVX (389M). FSSNX (1.16) and SBRVX (1.11) have matching dividends . FSSNX was incepted earlier than SBRVX: FSSNX (14 years) vs SBRVX (5 years). SBRVX (1.14) 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 : -0.96 vs. SBRVX (-5.22). FSSNX return over 5 years is better than : 58.99 vs. SBRVX (36.40).
| FSSNX | SBRVX | FSSNX / SBRVX | |
| Total Expense Ratio | 0.03 | 1.14 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.14 | 2% |
| Fund Existence | 14 years | 5 years | - |
| Gain YTD | -8.851 | -9.697 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 389M | 6,093% |
| Annual Yield % from dividends | 1.16 | 1.11 | 104% |
| Returns for 1 year | -0.96 | -5.22 | 18% |
| Returns for 3 years | 20.55 | 10.71 | 192% |
| Returns for 5 years | 58.99 | 36.40 | 162% |
| Returns for 10 years | 60.15 | N/A | - |
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