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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$28.78
Change-$0.41 (-1.40%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R6
Price$19.84
Change-$0.23 (-1.15%)
VolumeN/A
CapitalizationN/A
FSSNX vs SMEFX Comparison Chart
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FSSNX vs. SMEFX commentary
Nov 18, 2024
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 StrongSell and SMEFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 26.9B vs. SMEFX (1.02B). FSSNX pays higher dividends than SMEFX: FSSNX (1.36) vs SMEFX (0.00). FSSNX was incepted earlier than SMEFX: FSSNX (13 years) vs SMEFX (12 years). SMEFX is a more actively managed with annual turnover of: 43.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SMEFX: FSSNX (0) vs SMEFX (1000000). SMEFX annual gain was more profitable for investors over the last year : 33.60 vs. FSSNX (31.85). FSSNX return over 5 years is better than : 47.46 vs. SMEFX (29.81).
| FSSNX | SMEFX | FSSNX / SMEFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 12 years | - |
| Gain YTD | 15.090 | 21.793 | 69% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 26.9B | 1.02B | 2,630% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 31.85 | 33.60 | 95% |
| Returns for 3 years | -2.14 | -9.80 | 22% |
| Returns for 5 years | 47.46 | 29.81 | 159% |
| Returns for 10 years | 88.44 | 9.65 | 916% |
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