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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Loomis Sayles Small/Mid Cap Growth Instl
Price$12.95
Change+$0.13 (+1.01%)
VolumeN/A
Net Assets224.5M
FSMAX vs LSMIX Comparison Chart
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FSMAX vs. LSMIX commentary
May 09, 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 StrongBuy and LSMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. LSMIX (224M). FSMAX pays higher dividends than LSMIX: FSMAX (0.54) vs LSMIX (0.00). FSMAX was incepted earlier than LSMIX: FSMAX (14 years) vs LSMIX (10 years). LSMIX (0.95) is less costly to investors than FSMAX (0.04). FSMAX has a lower initial minimum investment than LSMIX: FSMAX (0) vs LSMIX (100000). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. LSMIX (2.64). FSMAX return over 5 years is better than : 60.52 vs. LSMIX (29.23).
| FSMAX | LSMIX | FSMAX / LSMIX | |
| Total Expense Ratio | 0.04 | 0.85 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.95 | 4% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -7.989 | -6.218 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 224M | 16,071% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | 2.64 | 148% |
| Returns for 3 years | 32.38 | 20.38 | 159% |
| Returns for 5 years | 60.52 | 29.23 | 207% |
| Returns for 10 years | 59.20 | N/A | - |
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