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FSSNX vs STMSX
FSSNX vs STMSX Comparison
Open Charts FSSNX vs STMSX
Fidelity Small Cap Index
Price$23.84
Change+$1.90 (+8.66%)
VolumeN/A
Net Assets24.17B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$20.56
Change+$1.59 (+8.38%)
VolumeN/A
Net Assets574.55M
FSSNX vs STMSX Comparison Chart
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FSSNX vs. STMSX commentary
Apr 11, 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 Buy and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. STMSX (575M). FSSNX pays higher dividends than STMSX: FSSNX (1.13) vs STMSX (0.35). FSSNX was incepted earlier than STMSX: FSSNX (14 years) vs STMSX (24 years). STMSX (1.23) is less costly to investors than FSSNX (0.03). STMSX is a more actively managed with annual turnover of: 57.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than STMSX: FSSNX (0) vs STMSX (100000). FSSNX annual gain was more profitable for investors over the last year : -14.11 vs. STMSX (-27.02). FSSNX return over 5 years is better than : 47.63 vs. STMSX (16.12).
| FSSNX | STMSX | FSSNX / STMSX | |
| Total Expense Ratio | 0.03 | 1.11 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.23 | 2% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | -20.737 | -17.329 | 120% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 575M | 4,209% |
| Annual Yield % from dividends | 1.13 | 0.35 | 321% |
| Returns for 1 year | -14.11 | -27.02 | 52% |
| Returns for 3 years | -7.29 | -21.42 | 34% |
| Returns for 5 years | 47.63 | 16.12 | 296% |
| Returns for 10 years | 35.88 | 0.17 | 21,095% |
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