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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$86.92
Change-$2.39 (-2.68%)
VolumeN/A
Net Assets36.02B
LKCM Small-Mid Cap Equity Institutional
Price$11.30
Change-$0.24 (-2.08%)
VolumeN/A
Net Assets40.58M
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
May 22, 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: 36B vs. LKSMX (40.6M). FSMAX pays higher dividends than LKSMX: FSMAX (0.54) 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 : 12.70 vs. FSMAX (8.66). FSMAX return over 5 years is better than : 67.82 vs. LKSMX (38.04).
| 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 | -1.728 | 0.698 | -247% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 40.6M | 88,670% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 8.66 | 12.70 | 68% |
| Returns for 3 years | 40.07 | 29.66 | 135% |
| Returns for 5 years | 67.82 | 38.04 | 178% |
| Returns for 10 years | 67.47 | -10.89 | -620% |
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