FSMAX
Price
$114.14
Change
-$0.32 (-0.28%)
Updated
Jul 24 closing price
Net Assets
43.48B
LKSMX
Price
$11.94
Change
+$0.01 (+0.08%)
Updated
Jul 24 closing price
Net Assets
43.62M
Interact to see
Advertisement

FSMAX vs LKSMX

FSMAX vs LKSMX Comparison Chart in %
View a ticker or compare two or three
VS
FSMAX vs. LKSMX commentary
Jul 26, 2026

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 Hold.

Interact to see
Advertisement
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. LKSMX (43.6M). FSMAX pays higher dividends than LKSMX: FSMAX (0.48) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (15 years) vs LKSMX (15 years). LKSMX (1.32) is less costly to investors than FSMAX (0.04). LKSMX is a more actively managed with annual turnover of: 44.00 vs. FSMAX (23.00). 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 : 20.08 vs. LKSMX (1.97). FSMAX return over 5 years is better than : 33.56 vs. LKSMX (-4.18).
FSMAXLKSMXFSMAX / LKSMX
Total Expense Ratio0.041.013%
Annual Report Gross Expense Ratio0.041.323%
Fund Existence15 years15 years-
Gain YTD13.6985.110268%
Front LoadN/AN/A-
Min. Initial Investment02000-
Min. Initial Investment IRAN/AN/A-
Net Assets43.5B43.6M99,771%
Annual Yield % from dividends0.480.00-
Returns for 1 year20.081.971,022%
Returns for 3 years58.1629.67196%
Returns for 5 years33.56-4.18-803%
Returns for 10 years132.046.522,026%
View a ticker or compare two or three
Interact to see
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
1 Day
MFs / NAMEPrice $Chg $Chg %
FSCVX31.10N/A
N/A
Nuveen Small Cap Value C
LYFIX18.36N/A
N/A
AlphaCentric Life Sciences & Hlthcare I
CGRNX33.64N/A
N/A
Invesco Comstock Select R
LCEVX19.10N/A
N/A
Invesco Diversified Dividend C
PGEOX28.50N/A
N/A
George Putnam Balanced A