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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
LKCM Small-Mid Cap Equity Institutional
Price$11.47
Change-$0.41 (-3.45%)
VolumeN/A
CapitalizationN/A
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Dec 19, 2024
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: 44.5B vs. LKSMX (40.4M). FSMAX pays higher dividends than LKSMX: FSMAX (1.10) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (13 years) vs LKSMX (14 years). LKSMX is a more actively managed with annual turnover of: 32.00 vs. FSMAX (18.00). 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 : 24.85 vs. LKSMX (22.85). FSMAX return over 5 years is better than : 54.67 vs. LKSMX (14.56).
| FSMAX | LKSMX | FSMAX / LKSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 22.662 | 19.879 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 40.4M | 110,149% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.85 | 22.85 | 109% |
| Returns for 3 years | 15.90 | -3.88 | -409% |
| Returns for 5 years | 54.67 | 14.56 | 375% |
| Returns for 10 years | 88.57 | -4.04 | -2,193% |
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