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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$31.39
Change+$0.60 (+1.95%)
VolumeN/A
Net Assets28.42B
Invesco Small Cap Equity R6
Price$19.92
Change+$0.30 (+1.53%)
VolumeN/A
Net Assets1.05B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Oct 21, 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 SMEFX is a Hold.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 28.4B vs. SMEFX (1.05B). FSSNX pays higher dividends than SMEFX: FSSNX (0.82) 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 : 9.40 vs. SMEFX (4.02). FSSNX return over 5 years is better than : 59.82 vs. SMEFX (30.76).
| 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 | 11.236 | 9.813 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 28.4B | 1.05B | 2,707% |
| Annual Yield % from dividends | 0.82 | 0.00 | - |
| Returns for 1 year | 9.40 | 4.02 | 234% |
| Returns for 3 years | 47.66 | 44.45 | 107% |
| Returns for 5 years | 59.82 | 30.76 | 195% |
| Returns for 10 years | 107.27 | 25.11 | 427% |
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