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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$100.57
Change-$0.96 (-0.95%)
VolumeN/A
Net Assets41.05B
LKCM Small-Mid Cap Equity Institutional
Price$11.98
Change-$0.15 (-1.24%)
VolumeN/A
Net Assets42.5M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Sep 15, 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 Hold and LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LKSMX (42.5M). 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 : 21.46 vs. LKSMX (15.30). FSMAX return over 5 years is better than : 64.88 vs. LKSMX (25.31).
| 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 | 10.662 | 4.538 | 235% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 42.5M | 96,471% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.46 | 15.30 | 140% |
| Returns for 3 years | 53.55 | 29.79 | 180% |
| Returns for 5 years | 64.88 | 25.31 | 256% |
| Returns for 10 years | 102.21 | -4.54 | -2,250% |
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