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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$27.15
Change+$0.45 (+1.69%)
VolumeN/A
Net Assets24.88B
Segall Bryant & Hamill Sm Cp Val Ret
Price$14.47
Change+$0.23 (+1.62%)
VolumeN/A
Net Assets390.49M
FSSNX vs SBRVX Comparison Chart in %
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FSSNX vs. SBRVX commentary
Jun 28, 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: 24.9B vs. SBRVX (390M). FSSNX pays higher dividends than SBRVX: FSSNX (1.10) vs SBRVX (1.04). FSSNX was incepted earlier than SBRVX: FSSNX (14 years) vs SBRVX (6 years). SBRVX (1.22) 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 : 7.48 vs. SBRVX (4.38). FSSNX return over 5 years is better than : 61.92 vs. SBRVX (48.07).
| FSSNX | SBRVX | FSSNX / SBRVX | |
| Total Expense Ratio | 0.03 | 1.14 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.22 | 2% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.540 | -4.108 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 390M | 6,385% |
| Annual Yield % from dividends | 1.10 | 1.04 | 106% |
| Returns for 1 year | 7.48 | 4.38 | 171% |
| Returns for 3 years | 26.58 | 16.34 | 163% |
| Returns for 5 years | 61.92 | 48.07 | 129% |
| Returns for 10 years | 68.93 | N/A | - |
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