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FSSNX vs SMEIX
FSSNX vs SMEIX Comparison
Open Charts FSSNX vs SMEIX
Fidelity Small Cap Index
Price$28.03
Change+$0.28 (+1.01%)
VolumeN/A
CapitalizationN/A
Invesco Small Cap Equity R5
Price$18.15
Change+$0.17 (+0.95%)
VolumeN/A
CapitalizationN/A
FSSNX vs SMEIX Comparison Chart
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FSSNX vs. SMEIX commentary
Dec 26, 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 Buy and SMEIX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. SMEIX (1B). FSSNX pays higher dividends than SMEIX: FSSNX (1.36) vs SMEIX (0.00). FSSNX was incepted earlier than SMEIX: FSSNX (13 years) vs SMEIX (20 years). SMEIX is a more actively managed with annual turnover of: 43.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than SMEIX: FSSNX (0) vs SMEIX (1000000). FSSNX (12.79) and SMEIX (12.45) have marching annual gain over last year. FSSNX return over 5 years is better than : 40.85 vs. SMEIX (27.04).
| FSSNX | SMEIX | FSSNX / SMEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 13.109 | 13.014 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1B | 2,950% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 12.79 | 12.45 | 103% |
| Returns for 3 years | 5.79 | 3.30 | 175% |
| Returns for 5 years | 40.85 | 27.04 | 151% |
| Returns for 10 years | 81.50 | 11.07 | 736% |
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