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FSSNX vs SMCIX
FSSNX vs SMCIX Comparison
Open Charts FSSNX vs SMCIX
Fidelity Small Cap Index
Price$26.73
Change-$0.10 (-0.37%)
VolumeN/A
Net Assets24.88B
Shelton S&P Smallcap Index Investor
Price$20.46
Change-$0.08 (-0.39%)
VolumeN/A
Net Assets48.33M
FSSNX vs SMCIX Comparison Chart
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FSSNX vs. SMCIX commentary
Jun 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 SMCIX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. SMCIX (48.3M). FSSNX (1.10) and SMCIX (1.05) have matching dividends . FSSNX was incepted earlier than SMCIX: FSSNX (14 years) vs SMCIX (29 years). SMCIX (0.88) is less costly to investors than FSSNX (0.03). SMCIX is a more actively managed with annual turnover of: 26.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SMCIX: FSSNX (0) vs SMCIX (1000). FSSNX annual gain was more profitable for investors over the last year : 5.98 vs. SMCIX (-5.60). FSSNX return over 5 years is better than : 61.69 vs. SMCIX (25.60).
| FSSNX | SMCIX | FSSNX / SMCIX | |
| Total Expense Ratio | 0.03 | 0.88 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -3.071 | -5.480 | 56% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 48.3M | 51,553% |
| Annual Yield % from dividends | 1.10 | 1.05 | 105% |
| Returns for 1 year | 5.98 | -5.60 | -107% |
| Returns for 3 years | 31.52 | -0.32 | -9,929% |
| Returns for 5 years | 61.69 | 25.60 | 241% |
| Returns for 10 years | 68.00 | 0.62 | 10,901% |
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