Ad is loading...
FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
LKCM Small-Mid Cap Equity Institutional
Price$10.61
Change+$0.85 (+8.71%)
VolumeN/A
Net Assets34.09M
FSMAX vs LKSMX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. LKSMX commentary
Apr 11, 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 Buy and LKSMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. LKSMX (34.1M). FSMAX pays higher dividends than LKSMX: FSMAX (0.53) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (14 years) vs LKSMX (14 years). LKSMX (1.75) is less costly to investors than FSMAX (0.04). LKSMX is a more actively managed with annual turnover of: 32.00 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 : -8.36 vs. FSMAX (-11.84). FSMAX return over 5 years is better than : 52.02 vs. LKSMX (37.46).
| FSMAX | LKSMX | FSMAX / LKSMX | |
| Total Expense Ratio | 0.04 | 1.01 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.75 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | -20.489 | -14.834 | 138% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 34.1M | 107,038% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -11.84 | -8.36 | 142% |
| Returns for 3 years | -1.87 | -1.21 | 154% |
| Returns for 5 years | 52.02 | 37.46 | 139% |
| Returns for 10 years | 35.24 | -23.99 | -147% |
View a ticker or compare two or three
VS
VS
Ad is loading...