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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$31.60
Change+$0.60 (+1.94%)
VolumeN/A
Net Assets29.3B
Invesco Small Cap Equity R6
Price$19.92
Change+$0.24 (+1.22%)
VolumeN/A
Net Assets1.07B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Dec 04, 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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.3B vs. SMEFX (1.07B). FSSNX pays higher dividends than SMEFX: FSSNX (0.80) 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 : 5.55 vs. SMEFX (-4.64). FSSNX return over 5 years is better than : 38.86 vs. SMEFX (13.47).
| 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 | 14.162 | 9.813 | 144% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.3B | 1.07B | 2,751% |
| Annual Yield % from dividends | 0.80 | 0.00 | - |
| Returns for 1 year | 5.55 | -4.64 | -120% |
| Returns for 3 years | 39.20 | 29.94 | 131% |
| Returns for 5 years | 38.86 | 13.47 | 289% |
| Returns for 10 years | 109.25 | 23.41 | 467% |
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