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FSSNX vs WMCVX
FSSNX vs WMCVX Comparison
Open Charts FSSNX vs WMCVX
Fidelity Small Cap Index
Price$27.81
Change+$0.02 (+0.07%)
VolumeN/A
CapitalizationN/A
Wasatch Small Cap Value
Price$9.93
Change+$0.01 (+0.10%)
VolumeN/A
CapitalizationN/A
FSSNX vs WMCVX Comparison Chart
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FSSNX vs. WMCVX commentary
Dec 23, 2024
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 WMCVX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.5B vs. WMCVX (1.6B). FSSNX pays higher dividends than WMCVX: FSSNX (1.36) vs WMCVX (0.00). FSSNX was incepted earlier than WMCVX: FSSNX (13 years) vs WMCVX (27 years). WMCVX is a more actively managed with annual turnover of: 61.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than WMCVX: FSSNX (0) vs WMCVX (2000). FSSNX annual gain was more profitable for investors over the last year : 12.85 vs. WMCVX (-2.50). FSSNX return over 5 years is better than : 40.28 vs. WMCVX (22.86).
| FSSNX | WMCVX | FSSNX / WMCVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 12.221 | -2.973 | -411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.5B | 1.6B | 1,844% |
| Annual Yield % from dividends | 1.36 | 0.00 | - |
| Returns for 1 year | 12.85 | -2.50 | -515% |
| Returns for 3 years | 6.82 | -1.82 | -374% |
| Returns for 5 years | 40.28 | 22.86 | 176% |
| Returns for 10 years | 82.01 | 67.77 | 121% |