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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$26.63
Change+$0.44 (+1.68%)
VolumeN/A
Net Assets24.88B
Invesco Small Cap Equity R6
Price$18.26
Change+$0.25 (+1.39%)
VolumeN/A
Net Assets970.73M
FSSNX vs SMEFX Comparison Chart
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FSSNX vs. SMEFX commentary
Jun 07, 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 SMEFX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. SMEFX (971M). FSSNX pays higher dividends than SMEFX: FSSNX (1.10) 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 (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 : 5.51 vs. FSSNX (3.90). FSSNX return over 5 years is better than : 45.42 vs. SMEFX (28.02).
| 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 | -5.383 | -0.717 | 751% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 971M | 2,564% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 3.90 | 5.51 | 71% |
| Returns for 3 years | 14.69 | 19.11 | 77% |
| Returns for 5 years | 45.42 | 28.02 | 162% |
| Returns for 10 years | 65.51 | 5.03 | 1,302% |
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