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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$98.67
Change+$2.95 (+3.08%)
VolumeN/A
Net Assets39.63B
LKCM Small-Mid Cap Equity Institutional
Price$12.01
Change+$0.32 (+2.74%)
VolumeN/A
Net Assets42.71M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Aug 25, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. LKSMX (42.7M). FSMAX pays higher dividends than LKSMX: FSMAX (0.46) 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). FSMAX annual gain was more profitable for investors over the last year : 18.43 vs. LKSMX (15.70). FSMAX return over 5 years is better than : 56.09 vs. LKSMX (20.70).
| 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 | 8.572 | 4.799 | 179% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 42.7M | 92,740% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.43 | 15.70 | 117% |
| Returns for 3 years | 45.64 | 26.29 | 174% |
| Returns for 5 years | 56.09 | 20.70 | 271% |
| Returns for 10 years | 109.78 | 1.26 | 8,680% |
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