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FSSNX vs STMSX
FSSNX vs STMSX Comparison
Open Charts FSSNX vs STMSX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
SEI Tax-Managed Small/Mid Cap F (SIMT)
Price$23.66
Change+$0.10 (+0.42%)
VolumeN/A
Net Assets737M
FSSNX vs STMSX Comparison Chart
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FSSNX vs. STMSX commentary
Jan 19, 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 Hold and STMSX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. STMSX (737M). FSSNX pays higher dividends than STMSX: FSSNX (1.36) vs STMSX (0.38). FSSNX was incepted earlier than STMSX: FSSNX (13 years) vs STMSX (24 years). STMSX is a more actively managed with annual turnover of: 62.00 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 : 20.08 vs. STMSX (-0.18). FSSNX return over 5 years is better than : 40.02 vs. STMSX (7.24).
| FSSNX | STMSX | FSSNX / STMSX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 2.095 | 2.959 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 737M | 3,677% |
| Annual Yield % from dividends | 1.36 | 0.38 | 360% |
| Returns for 1 year | 20.08 | -0.18 | -10,866% |
| Returns for 3 years | 13.99 | -7.81 | -179% |
| Returns for 5 years | 40.02 | 7.24 | 553% |
| Returns for 10 years | 89.83 | 35.12 | 256% |
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