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FSSNX vs WHGMX
FSSNX vs WHGMX Comparison
Open Charts FSSNX vs WHGMX
Fidelity Small Cap Index
Price$27.85
Change+$0.37 (+1.35%)
VolumeN/A
Net Assets25.56B
Westwood Quality SMidCap Fund Inst
Price$16.42
Change+$0.15 (+0.92%)
VolumeN/A
Net Assets95.68M
FSSNX vs WHGMX Comparison Chart in %
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FSSNX vs. WHGMX commentary
Jul 04, 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 WHGMX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. WHGMX (95.7M). WHGMX pays higher dividends than FSSNX: WHGMX (1.19) vs FSSNX (0.92). FSSNX was incepted earlier than WHGMX: FSSNX (14 years) vs WHGMX (20 years). WHGMX (1.07) is less costly to investors than FSSNX (0.03). WHGMX is a more actively managed with annual turnover of: 73.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than WHGMX: FSSNX (0) vs WHGMX (100000). WHGMX annual gain was more profitable for investors over the last year : 10.66 vs. FSSNX (9.69). FSSNX return over 5 years is better than : 60.32 vs. WHGMX (54.84).
| FSSNX | WHGMX | FSSNX / WHGMX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -0.723 | 2.715 | -27% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 95.7M | 26,750% |
| Annual Yield % from dividends | 0.92 | 1.19 | 77% |
| Returns for 1 year | 9.69 | 10.66 | 91% |
| Returns for 3 years | 33.51 | 37.80 | 89% |
| Returns for 5 years | 60.32 | 54.84 | 110% |
| Returns for 10 years | 73.66 | 1.83 | 4,020% |
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