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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$33.03
Change+$2.04 (+6.58%)
VolumeN/A
Net Assets29.73B
JPMorgan Small Cap Equity R5
Price$47.35
Change-$5.28 (-10.03%)
VolumeN/A
Net Assets3.16B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Feb 04, 2026
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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.7B vs. JSERX (3.16B). FSSNX pays higher dividends than JSERX: FSSNX (1.03) vs JSERX (0.42). FSSNX was incepted earlier than JSERX: FSSNX (14 years) vs JSERX (20 years). JSERX (0.84) is less costly to investors than FSSNX (0.03). JSERX is a more actively managed with annual turnover of: 52.00 vs. FSSNX (14.00). FSSNX (0) and JSERX (0) have matching initial minimum investment requirements. FSSNX annual gain was more profitable for investors over the last year : 18.62 vs. JSERX (-15.03). FSSNX return over 5 years is better than : 25.49 vs. JSERX (-33.52).
| FSSNX | JSERX | FSSNX / JSERX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.84 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.434 | 4.803 | 134% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7B | 3.16B | 941% |
| Annual Yield % from dividends | 1.03 | 0.42 | 245% |
| Returns for 1 year | 18.62 | -15.03 | -124% |
| Returns for 3 years | 39.32 | -15.21 | -258% |
| Returns for 5 years | 25.49 | -33.52 | -76% |
| Returns for 10 years | 169.89 | 23.01 | 738% |
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