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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
LKCM Small-Mid Cap Equity Institutional
Price$11.24
Change-$0.25 (-2.18%)
VolumeN/A
Net Assets39.67M
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Feb 23, 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: 41.9B vs. LKSMX (39.7M). 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 : 15.39 vs. LKSMX (8.39). FSMAX return over 5 years is better than : 41.45 vs. LKSMX (19.32).
| 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 | 0.341 | -1.920 | -18% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 39.7M | 105,542% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 15.39 | 8.39 | 183% |
| Returns for 3 years | 24.35 | 15.05 | 162% |
| Returns for 5 years | 41.45 | 19.32 | 215% |
| Returns for 10 years | 72.15 | -10.22 | -706% |
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