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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$30.79
Change-$0.18 (-0.58%)
VolumeN/A
Net Assets28.42B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.99
Change-$0.07 (-0.44%)
VolumeN/A
Net Assets429.05M
FSSNX vs SBRVX Comparison Chart in %
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FSSNX vs. SBRVX commentary
Oct 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 Hold and SBRVX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 28.4B vs. SBRVX (429M). SBRVX pays higher dividends than FSSNX: SBRVX (0.90) vs FSSNX (0.82). FSSNX was incepted earlier than SBRVX: FSSNX (14 years) vs SBRVX (6 years). SBRVX (1.22) is less costly to investors than FSSNX (0.03). SBRVX is a more actively managed with annual turnover of: 33.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than SBRVX: FSSNX (0) vs SBRVX (2500). FSSNX annual gain was more profitable for investors over the last year : 9.81 vs. SBRVX (2.41). FSSNX return over 5 years is better than : 57.82 vs. SBRVX (47.73).
| FSSNX | SBRVX | FSSNX / SBRVX | |
| Total Expense Ratio | 0.03 | 1.14 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.22 | 2% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 11.886 | 7.677 | 155% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 429M | 6,620% |
| Annual Yield % from dividends | 0.82 | 0.90 | 91% |
| Returns for 1 year | 9.81 | 2.41 | 406% |
| Returns for 3 years | 47.36 | 36.18 | 131% |
| Returns for 5 years | 57.82 | 47.73 | 121% |
| Returns for 10 years | 109.00 | N/A | - |
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