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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$29.52
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets29.03B
Invesco Small Cap Equity R6
Price$18.93
Change+$0.08 (+0.42%)
VolumeN/A
Net Assets1.01B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Nov 20, 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 Hold and SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29B vs. SMEFX (1.01B). FSSNX pays higher dividends than SMEFX: FSSNX (0.80) vs SMEFX (0.00). FSSNX was incepted earlier than SMEFX: FSSNX (14 years) vs SMEFX (13 years). SMEFX (0.81) is less costly to investors than FSSNX (0.03). SMEFX is a more actively managed with annual turnover of: 50.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than SMEFX: FSSNX (0) vs SMEFX (1000000). FSSNX annual gain was more profitable for investors over the last year : 2.54 vs. SMEFX (-5.82). FSSNX return over 5 years is better than : 37.59 vs. SMEFX (12.29).
| FSSNX | SMEFX | FSSNX / SMEFX | |
| Total Expense Ratio | 0.03 | 0.81 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.81 | 3% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.647 | 4.355 | 153% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 1.01B | 2,874% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 2.54 | -5.82 | -44% |
| Returns for 3 years | 33.14 | 26.88 | 123% |
| Returns for 5 years | 37.59 | 12.29 | 306% |
| Returns for 10 years | 96.91 | 17.57 | 552% |
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