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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$23.44
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets24.17B
Segall Bryant & Hamill Sm Cp Val Ret
Price$12.24
Change+$0.06 (+0.49%)
VolumeN/A
Net Assets358.75M
FSSNX vs SBRVX Comparison Chart
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FSSNX vs. SBRVX commentary
Apr 18, 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 Buy and SBRVX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. SBRVX (359M). FSSNX pays higher dividends than SBRVX: FSSNX (1.13) vs SBRVX (1.05). 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: 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 : -2.89 vs. SBRVX (-8.19). FSSNX return over 5 years is better than : 58.52 vs. SBRVX (32.70).
| 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 | -16.077 | -17.980 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 359M | 6,741% |
| Annual Yield % from dividends | 1.13 | 1.05 | 108% |
| Returns for 1 year | -2.89 | -8.19 | 35% |
| Returns for 3 years | -1.68 | -10.94 | 15% |
| Returns for 5 years | 58.52 | 32.70 | 179% |
| Returns for 10 years | 43.79 | N/A | - |
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