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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
LKCM Small-Mid Cap Equity Institutional
Price$11.14
Change+$0.02 (+0.18%)
VolumeN/A
CapitalizationN/A
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FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Oct 18, 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 Buy and LKSMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. LKSMX (36.9M). FSMAX pays higher dividends than LKSMX: FSMAX (1.10) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (13 years) vs LKSMX (13 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 : 35.51 vs. LKSMX (29.69). FSMAX return over 5 years is better than : 53.32 vs. LKSMX (15.68).
| FSMAX | LKSMX | FSMAX / LKSMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | 15.053 | 12.412 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 36.9M | 113,279% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.51 | 29.69 | 120% |
| Returns for 3 years | 1.43 | -14.50 | -10% |
| Returns for 5 years | 53.32 | 15.68 | 340% |
| Returns for 10 years | 88.78 | -4.70 | -1,887% |
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