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FSSNX vs WHGMX
FSSNX vs WHGMX Comparison
Open Charts FSSNX vs WHGMX
Fidelity Small Cap Index
Price$23.44
Change+$0.21 (+0.90%)
VolumeN/A
Net Assets24.17B
Westwood Quality SMidCap Fund Inst
Price$14.18
Change+$0.14 (+1.00%)
VolumeN/A
Net Assets84.08M
FSSNX vs WHGMX Comparison Chart
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FSSNX vs. WHGMX commentary
Apr 18, 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 WHGMX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.2B vs. WHGMX (84.1M). WHGMX pays higher dividends than FSSNX: WHGMX (1.27) vs FSSNX (1.13). FSSNX was incepted earlier than WHGMX: FSSNX (14 years) vs WHGMX (19 years). WHGMX (1.01) 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). FSSNX annual gain was more profitable for investors over the last year : -2.89 vs. WHGMX (-3.24). FSSNX return over 5 years is better than : 58.52 vs. WHGMX (48.28).
| FSSNX | WHGMX | FSSNX / WHGMX | |
| Total Expense Ratio | 0.03 | 0.86 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.01 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -16.077 | -10.669 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.2B | 84.1M | 28,775% |
| Annual Yield % from dividends | 1.13 | 1.27 | 89% |
| Returns for 1 year | -2.89 | -3.24 | 89% |
| Returns for 3 years | -1.68 | 6.68 | -25% |
| Returns for 5 years | 58.52 | 48.28 | 121% |
| Returns for 10 years | 43.79 | -9.81 | -446% |
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