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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
LKCM Small-Mid Cap Equity Institutional
Price$11.72
Change-$0.13 (-1.10%)
VolumeN/A
CapitalizationN/A
FSMAX vs LKSMX Comparison Chart
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FSMAX vs. LKSMX commentary
Nov 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 StrongSell and LKSMX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. LKSMX (39.2M). 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 (35.21) and LKSMX (33.94) have marching annual gain over last year. FSMAX return over 5 years is better than : 51.19 vs. LKSMX (17.67).
| 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 | 18.499 | 18.264 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 39.2M | 102,041% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 33.94 | 104% |
| Returns for 3 years | -0.08 | -12.80 | 1% |
| Returns for 5 years | 51.19 | 17.67 | 290% |
| Returns for 10 years | 81.58 | -5.79 | -1,409% |
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