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FSMAX vs LCMRX
FSMAX vs LCMRX Comparison
Open Charts FSMAX vs LCMRX
Fidelity Extended Market Index
Price$88.18
Change+$0.11 (+0.12%)
VolumeN/A
Net Assets37.61B
ClearBridge Mid Cap Growth R
Price$40.37
Change+$0.13 (+0.32%)
VolumeN/A
Net Assets272.94M
FSMAX vs LCMRX Comparison Chart
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FSMAX vs. LCMRX commentary
Jun 03, 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 FSMAX is a StrongBuy and LCMRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LCMRX (273M). FSMAX pays higher dividends than LCMRX: FSMAX (0.50) vs LCMRX (0.00). FSMAX was incepted earlier than LCMRX: FSMAX (14 years) vs LCMRX (12 years). LCMRX (1.57) is less costly to investors than FSMAX (0.04). LCMRX is a more actively managed with annual turnover of: 23.00 vs. FSMAX (9.00). FSMAX (0) and LCMRX (0) have matching initial minimum investment requirements. LCMRX annual gain was more profitable for investors over the last year : 14.35 vs. FSMAX (9.61). FSMAX return over 5 years is better than : 52.73 vs. LCMRX (32.89).
| FSMAX | LCMRX | FSMAX / LCMRX | |
| Total Expense Ratio | 0.04 | 1.45 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.57 | 2% |
| Fund Existence | 14 years | 12 years | - |
| Gain YTD | -3.092 | -0.396 | 781% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 273M | 13,773% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 9.61 | 14.35 | 67% |
| Returns for 3 years | 30.78 | 35.95 | 86% |
| Returns for 5 years | 52.73 | 32.89 | 160% |
| Returns for 10 years | 65.32 | 66.56 | 98% |
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