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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$96.79
Change+$0.01 (+0.01%)
VolumeN/A
Net Assets41.46B
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.73
Change-$0.26 (-1.86%)
VolumeN/A
Net Assets239.92M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Nov 21, 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 LSMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. LSMIX (240M). FSMAX pays higher dividends than LSMIX: FSMAX (0.43) 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). LSMIX is a more actively managed with annual turnover of: 74.00 vs. FSMAX (15.00). 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 : 3.21 vs. LSMIX (-2.56). FSMAX return over 5 years is better than : 33.54 vs. LSMIX (4.25).
| 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 | 6.503 | 0.439 | 1,482% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 240M | 17,292% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 3.21 | -2.56 | -126% |
| Returns for 3 years | 51.11 | 21.72 | 235% |
| Returns for 5 years | 33.54 | 4.25 | 789% |
| Returns for 10 years | 93.50 | 44.03 | 212% |
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