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FSSNX vs SMEFX
FSSNX vs SMEFX Comparison
Open Charts FSSNX vs SMEFX
Fidelity Small Cap Index
Price$28.24
Change-$0.05 (-0.18%)
VolumeN/A
Net Assets25.56B
Invesco Small Cap Equity R6
Price$19.06
Change-$0.01 (-0.05%)
VolumeN/A
Net Assets1.02B
FSSNX vs SMEFX Comparison Chart in %
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FSSNX vs. SMEFX commentary
Jul 29, 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 Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 25.6B vs. SMEFX (1.02B). FSSNX pays higher dividends than SMEFX: FSSNX (0.92) 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). SMEFX annual gain was more profitable for investors over the last year : 3.36 vs. FSSNX (1.59). FSSNX return over 5 years is better than : 57.41 vs. SMEFX (34.24).
| 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 | 2.204 | 5.072 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 25.6B | 1.02B | 2,507% |
| Annual Yield % from dividends | 0.92 | 0.00 | - |
| Returns for 1 year | 1.59 | 3.36 | 47% |
| Returns for 3 years | 25.84 | 28.96 | 89% |
| Returns for 5 years | 57.41 | 34.24 | 168% |
| Returns for 10 years | 80.03 | 11.87 | 674% |
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