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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
LKCM Small-Mid Cap Equity Institutional
Price$11.76
Change+$0.14 (+1.20%)
VolumeN/A
Net Assets40.92M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Jul 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. LKSMX (40.9M). FSMAX pays higher dividends than LKSMX: FSMAX (0.47) 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 : 18.61 vs. LKSMX (17.49). FSMAX return over 5 years is better than : 64.88 vs. LKSMX (28.11).
| 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 | 4.632 | 1.396 | 332% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 40.9M | 95,844% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 17.49 | 106% |
| Returns for 3 years | 54.62 | 34.03 | 161% |
| Returns for 5 years | 64.88 | 28.11 | 231% |
| Returns for 10 years | 81.19 | -11.50 | -706% |
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