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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$32.82
Change-$0.04 (-0.12%)
VolumeN/A
Net Assets28.6B
Invesco Small Cap Equity R6
Price$19.55
Change+$0.04 (+0.21%)
VolumeN/A
Net Assets1.11B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Jan 15, 2026
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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 28.6B vs. SMEFX (1.11B). FSSNX pays higher dividends than SMEFX: FSSNX (1.08) vs SMEFX (0.00). FSSNX was incepted earlier than SMEFX: FSSNX (14 years) vs SMEFX (13 years). SMEFX (0.81) is less costly to investors than FSSNX (0.03). SMEFX is a more actively managed with annual turnover of: 50.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than SMEFX: FSSNX (0) vs SMEFX (1000000). FSSNX annual gain was more profitable for investors over the last year : 21.93 vs. SMEFX (7.32). FSSNX return over 5 years is better than : 28.01 vs. SMEFX (3.17).
| FSSNX | SMEFX | FSSNX / SMEFX | |
| Total Expense Ratio | 0.03 | 0.81 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.81 | 3% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 6.240 | 6.612 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.6B | 1.11B | 2,570% |
| Annual Yield % from dividends | 1.08 | 0.00 | - |
| Returns for 1 year | 21.93 | 7.32 | 300% |
| Returns for 3 years | 46.42 | 31.03 | 150% |
| Returns for 5 years | 28.01 | 3.17 | 883% |
| Returns for 10 years | 163.90 | 48.79 | 336% |
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