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FSSNX vs SMCIX
FSSNX vs SMCIX Comparison
Open Charts FSSNX vs SMCIX
Fidelity Small Cap Index
Price$28.64
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets25.89B
Shelton S&P Smallcap Index Investor
Price$21.61
Change-$0.14 (-0.64%)
VolumeN/A
Net Assets50.91M
FSSNX vs SMCIX Comparison Chart in %
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FSSNX vs. SMCIX commentary
Aug 16, 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: 25.9B vs. SMCIX (50.9M). SMCIX pays higher dividends than FSSNX: SMCIX (1.02) vs FSSNX (0.90). 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 (14.00). 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 : 9.30 vs. SMCIX (-4.62). FSSNX return over 5 years is better than : 52.28 vs. SMCIX (17.31).
| 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 | 4.010 | 0.321 | 1,247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 50.9M | 50,884% |
| Annual Yield % from dividends | 0.90 | 1.02 | 89% |
| Returns for 1 year | 9.30 | -4.62 | -201% |
| Returns for 3 years | 19.37 | -7.68 | -252% |
| Returns for 5 years | 52.28 | 17.31 | 302% |
| Returns for 10 years | 86.69 | 8.13 | 1,066% |
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