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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$28.29
Change+$0.11 (+0.39%)
VolumeN/A
Net Assets25.56B
JPMorgan Small Cap Equity R5
Price$55.34
Change+$0.54 (+0.99%)
VolumeN/A
Net Assets3.82B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Jul 28, 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 JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. JSERX (3.82B). FSSNX pays higher dividends than JSERX: FSSNX (0.92) vs JSERX (0.46). FSSNX was incepted earlier than JSERX: FSSNX (14 years) vs JSERX (19 years). JSERX (0.85) is less costly to investors than FSSNX (0.03). JSERX is a more actively managed with annual turnover of: 19.00 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 : 3.28 vs. JSERX (-4.36). FSSNX return over 5 years is better than : 60.96 vs. JSERX (1.03).
| FSSNX | JSERX | FSSNX / JSERX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.85 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 2.204 | 1.189 | 185% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 3.82B | 670% |
| Annual Yield % from dividends | 0.92 | 0.46 | 199% |
| Returns for 1 year | 3.28 | -4.36 | -75% |
| Returns for 3 years | 31.42 | -0.56 | -5,658% |
| Returns for 5 years | 60.96 | 1.03 | 5,899% |
| Returns for 10 years | 82.15 | 16.30 | 504% |
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