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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
LKCM Small-Mid Cap Equity Institutional
Price$11.33
Change-$0.19 (-1.65%)
VolumeN/A
Net Assets40.55M
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Jun 14, 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 LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. LKSMX (40.6M). FSMAX pays higher dividends than LKSMX: FSMAX (0.50) 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). LKSMX annual gain was more profitable for investors over the last year : 16.25 vs. FSMAX (13.41). FSMAX return over 5 years is better than : 63.25 vs. LKSMX (34.42).
| 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 | -0.385 | 0.524 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 40.6M | 92,611% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.41 | 16.25 | 83% |
| Returns for 3 years | 50.12 | 33.33 | 150% |
| Returns for 5 years | 63.25 | 34.42 | 184% |
| Returns for 10 years | 69.53 | -12.73 | -546% |
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