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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$27.96
Change-$0.36 (-1.27%)
VolumeN/A
Net Assets25.56B
Invesco Small Cap Equity R6
Price$18.95
Change-$0.12 (-0.63%)
VolumeN/A
Net Assets1.02B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Jul 13, 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: 25.6B vs. SMEFX (1.02B). FSSNX pays higher dividends than SMEFX: FSSNX (0.92) 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 (7.00) and FSSNX (6.79) have marching annual gain over last year. FSSNX return over 5 years is better than : 64.20 vs. SMEFX (43.43).
| 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 | 1.012 | 4.465 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 1.02B | 2,520% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 6.79 | 7.00 | 97% |
| Returns for 3 years | 35.78 | 41.21 | 87% |
| Returns for 5 years | 64.20 | 43.43 | 148% |
| Returns for 10 years | 73.20 | 8.99 | 814% |
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