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FSSNX vs SBRVX
FSSNX vs SBRVX Comparison
Open Charts FSSNX vs SBRVX
Fidelity Small Cap Index
Price$29.94
Change-$0.85 (-2.76%)
VolumeN/A
Net Assets29.03B
Segall Bryant & Hamill Sm Cp Val Ret
Price$15.71
Change-$0.28 (-1.75%)
VolumeN/A
Net Assets414.98M
FSSNX vs SBRVX Comparison Chart in %
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FSSNX vs. SBRVX commentary
Nov 14, 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: 29B vs. SBRVX (415M). SBRVX pays higher dividends than FSSNX: SBRVX (0.90) vs FSSNX (0.80). 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 : 4.32 vs. SBRVX (-3.00). FSSNX return over 5 years is better than : 47.37 vs. SBRVX (38.51).
| 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 | 11.561 | 7.677 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29B | 415M | 6,988% |
| Annual Yield % from dividends | 0.80 | 0.90 | 89% |
| Returns for 1 year | 4.32 | -3.00 | -144% |
| Returns for 3 years | 36.90 | 24.57 | 150% |
| Returns for 5 years | 47.37 | 38.51 | 123% |
| Returns for 10 years | 111.26 | N/A | - |
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