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FSSNX vs SMCIX
FSSNX vs SMCIX Comparison
Open Charts FSSNX vs SMCIX
Fidelity Small Cap Index
Price$25.54
Change-$0.74 (-2.82%)
VolumeN/A
Net Assets23.69B
Shelton S&P Smallcap Index Investor
Price$19.76
Change-$0.57 (-2.80%)
VolumeN/A
Net Assets48.1M
FSSNX vs SMCIX Comparison Chart
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FSSNX vs. SMCIX commentary
May 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 StrongBuy and SMCIX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. SMCIX (48.1M). FSSNX pays higher dividends than SMCIX: FSSNX (1.16) vs SMCIX (1.10). 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 : 1.90 vs. SMCIX (-8.60). FSSNX return over 5 years is better than : 62.33 vs. SMCIX (30.33).
| 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 | -5.058 | -6.447 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 48.1M | 49,272% |
| Annual Yield % from dividends | 1.16 | 1.10 | 105% |
| Returns for 1 year | 1.90 | -8.60 | -22% |
| Returns for 3 years | 24.70 | -4.31 | -574% |
| Returns for 5 years | 62.33 | 30.33 | 206% |
| Returns for 10 years | 64.15 | 0.51 | 12,495% |
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