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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
LKCM Small-Mid Cap Equity Institutional
Price$11.78
Change+$0.03 (+0.26%)
VolumeN/A
Net Assets40.4M
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Jan 19, 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: 40.8B 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 : 26.14 vs. LKSMX (21.69). FSMAX return over 5 years is better than : 48.39 vs. LKSMX (25.19).
| 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 | 3.994 | 2.792 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 40.4M | 100,990% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 21.69 | 120% |
| Returns for 3 years | 21.40 | 14.59 | 147% |
| Returns for 5 years | 48.39 | 25.19 | 192% |
| Returns for 10 years | 90.18 | 0.00 | - |