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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$93.24
Change-$1.96 (-2.06%)
VolumeN/A
Net Assets39.63B
LKCM Small-Mid Cap Equity Institutional
Price$11.49
Change-$0.15 (-1.29%)
VolumeN/A
Net Assets41.46M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Aug 02, 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: 39.6B vs. LKSMX (41.5M). 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 : 14.63 vs. LKSMX (13.01). FSMAX return over 5 years is better than : 57.06 vs. LKSMX (19.88).
| 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 | 4.754 | 1.571 | 303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 41.5M | 95,422% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 14.63 | 13.01 | 112% |
| Returns for 3 years | 42.27 | 23.83 | 177% |
| Returns for 5 years | 57.06 | 19.88 | 287% |
| Returns for 10 years | 82.27 | -12.35 | -666% |
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