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FSSNX vs SBHVX
FSSNX vs SBHVX Comparison
Open Charts FSSNX vs SBHVX
Fidelity Small Cap Index
Price$28.64
Change-$0.15 (-0.52%)
VolumeN/A
Net Assets25.89B
Segall Bryant & Hamill Sm Cp Val Ins
Price$15.47
Change-$0.11 (-0.71%)
VolumeN/A
Net Assets405.27M
FSSNX vs SBHVX Comparison Chart in %
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FSSNX vs. SBHVX commentary
Aug 18, 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 SBHVX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.9B vs. SBHVX (405M). SBHVX pays higher dividends than FSSNX: SBHVX (1.08) vs FSSNX (0.90). FSSNX was incepted earlier than SBHVX: FSSNX (14 years) vs SBHVX (12 years). SBHVX (1.00) is less costly to investors than FSSNX (0.03). SBHVX is a more actively managed with annual turnover of: 33.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than SBHVX: FSSNX (0) vs SBHVX (250000). FSSNX annual gain was more profitable for investors over the last year : 8.73 vs. SBHVX (5.47). FSSNX return over 5 years is better than : 51.48 vs. SBHVX (42.48).
| FSSNX | SBHVX | FSSNX / SBHVX | |
| Total Expense Ratio | 0.03 | 0.99 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.00 | 3% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | 3.468 | 3.895 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.9B | 405M | 6,395% |
| Annual Yield % from dividends | 0.90 | 1.08 | 84% |
| Returns for 1 year | 8.73 | 5.47 | 160% |
| Returns for 3 years | 18.75 | 17.17 | 109% |
| Returns for 5 years | 51.48 | 42.48 | 121% |
| Returns for 10 years | 85.72 | 45.93 | 187% |
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