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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$27.92
Change-$1.28 (-4.38%)
VolumeN/A
CapitalizationN/A
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.94
Change-$0.57 (-3.68%)
VolumeN/A
CapitalizationN/A
FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX commentary
Dec 19, 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 Hold and SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. SBRVX (531M). 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 : 19.49 vs. SBRVX (13.29). FSSNX return over 5 years is better than : 46.38 vs. SBRVX (24.61).
| 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 | 16.770 | 12.310 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 531M | 5,556% |
| Annual Yield % from dividends | 1.36 | 1.19 | 114% |
| Returns for 1 year | 19.49 | 13.29 | 147% |
| Returns for 3 years | 12.65 | 10.08 | 126% |
| Returns for 5 years | 46.38 | 24.61 | 188% |
| Returns for 10 years | 90.42 | N/A | - |
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