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FSSNX vs WHGMX
FSSNX vs WHGMX Comparison
Open Charts FSSNX vs WHGMX
Fidelity Small Cap Index
Price$25.27
Change+$0.46 (+1.85%)
VolumeN/A
Net Assets23.69B
Westwood Quality SMidCap Fund Inst
Price$15.01
Change+$0.18 (+1.21%)
VolumeN/A
Net Assets88.53M
FSSNX vs WHGMX Comparison Chart
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FSSNX vs. WHGMX commentary
May 09, 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: 23.7B vs. WHGMX (88.5M). WHGMX pays higher dividends than FSSNX: WHGMX (1.31) vs FSSNX (1.16). FSSNX was incepted earlier than WHGMX: FSSNX (14 years) vs WHGMX (19 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). FSSNX annual gain was more profitable for investors over the last year : -1.73 vs. WHGMX (-1.97). FSSNX return over 5 years is better than : 56.34 vs. WHGMX (47.44).
| 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 | 19 years | - |
| Gain YTD | -10.368 | -6.376 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 23.7B | 88.5M | 26,780% |
| Annual Yield % from dividends | 1.16 | 1.31 | 89% |
| Returns for 1 year | -1.73 | -1.97 | 88% |
| Returns for 3 years | 18.54 | 22.48 | 82% |
| Returns for 5 years | 56.34 | 47.44 | 119% |
| Returns for 10 years | 57.12 | -7.72 | -740% |
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