Ad is loading...
FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.88
Change-$0.35 (-2.30%)
VolumeN/A
Net Assets509.17M
FSSNX vs SBRVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSSNX vs. SBRVX commentary
Feb 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. SBRVX (509M). 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 : 13.98 vs. SBRVX (12.96). FSSNX return over 5 years is better than : 40.86 vs. SBRVX (26.66).
| 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 | 1.553 | 3.030 | 51% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 509M | 5,344% |
| Annual Yield % from dividends | 1.36 | 1.19 | 114% |
| Returns for 1 year | 13.98 | 12.96 | 108% |
| Returns for 3 years | 19.91 | 9.99 | 199% |
| Returns for 5 years | 40.86 | 26.66 | 153% |
| Returns for 10 years | 78.85 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...