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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$102.37
Change+$0.30 (+0.29%)
VolumeN/A
Net Assets41.44B
LKCM Small-Mid Cap Equity Institutional
Price$11.95
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets43.08M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Oct 07, 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 Buy and LKSMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. LKSMX (43.1M). FSMAX pays higher dividends than LKSMX: FSMAX (0.44) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (14 years) vs LKSMX (14 years). LKSMX (1.41) is less costly to investors than FSMAX (0.04). LKSMX is a more actively managed with annual turnover of: 31.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than LKSMX: FSMAX (0) vs LKSMX (2000). FSMAX annual gain was more profitable for investors over the last year : 18.11 vs. LKSMX (10.44). FSMAX return over 5 years is better than : 53.96 vs. LKSMX (20.59).
| FSMAX | LKSMX | FSMAX / LKSMX | |
| Total Expense Ratio | 0.04 | 1.01 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.41 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 12.643 | 4.276 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 43.1M | 96,056% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 18.11 | 10.44 | 173% |
| Returns for 3 years | 69.37 | 33.37 | 208% |
| Returns for 5 years | 53.96 | 20.59 | 262% |
| Returns for 10 years | 106.44 | -0.33 | -31,907% |
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