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FSSNX vs JSERX
FSSNX vs JSERX Comparison
Open Charts FSSNX vs JSERX
Fidelity Small Cap Index
Price$29.97
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets27.66B
JPMorgan Small Cap Equity R5
Price$55.47
Change-$0.11 (-0.20%)
VolumeN/A
Net Assets3.69B
FSSNX vs JSERX Comparison Chart in %
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FSSNX vs. JSERX commentary
Sep 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 Buy and JSERX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.7B vs. JSERX (3.69B). FSSNX pays higher dividends than JSERX: FSSNX (0.84) vs JSERX (0.45). 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 : 13.86 vs. JSERX (-3.23). FSSNX return over 5 years is better than : 62.74 vs. JSERX (-2.26).
| 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 | 8.273 | 1.627 | 508% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.7B | 3.69B | 752% |
| Annual Yield % from dividends | 0.84 | 0.45 | 188% |
| Returns for 1 year | 13.86 | -3.23 | -429% |
| Returns for 3 years | 39.98 | 2.14 | 1,870% |
| Returns for 5 years | 62.74 | -2.26 | -2,772% |
| Returns for 10 years | 103.00 | 21.54 | 478% |
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