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FSSNX vs SMEIX
FSSNX vs SMEIX Comparison
Open Charts FSSNX vs SMEIX
Fidelity Small Cap Index
Price$25.53
Change-$0.01 (-0.04%)
VolumeN/A
Net Assets23.69B
Invesco Small Cap Equity R5
Price$17.29
Change-$0.05 (-0.29%)
VolumeN/A
Net Assets950.69M
FSSNX vs SMEIX Comparison Chart
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FSSNX vs. SMEIX commentary
May 23, 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 SMEIX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 23.7B vs. SMEIX (951M). FSSNX pays higher dividends than SMEIX: FSSNX (1.16) vs SMEIX (0.00). FSSNX was incepted earlier than SMEIX: FSSNX (14 years) vs SMEIX (20 years). SMEIX (0.88) is less costly to investors than FSSNX (0.03). SMEIX is a more actively managed with annual turnover of: 50.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SMEIX: FSSNX (0) vs SMEIX (1000000). SMEIX annual gain was more profitable for investors over the last year : 0.99 vs. FSSNX (-0.21). FSSNX return over 5 years is better than : 57.76 vs. SMEIX (41.40).
| FSSNX | SMEIX | FSSNX / SMEIX | |
| Total Expense Ratio | 0.03 | 0.88 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -7.731 | -2.966 | 261% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 951M | 2,492% |
| Annual Yield % from dividends | 1.16 | 0.00 | - |
| Returns for 1 year | -0.21 | 0.99 | -21% |
| Returns for 3 years | 19.82 | 23.77 | 83% |
| Returns for 5 years | 57.76 | 41.40 | 139% |
| Returns for 10 years | 59.53 | 1.12 | 5,318% |
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