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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.22
Change+$0.07 (+0.49%)
VolumeN/A
Net Assets249.24M
FSMAX vs LSMIX Comparison Chart
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FSMAX vs. LSMIX commentary
Jan 19, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. LSMIX (249M). FSMAX pays higher dividends than LSMIX: FSMAX (1.10) vs LSMIX (0.00). FSMAX was incepted earlier than LSMIX: FSMAX (13 years) vs LSMIX (10 years). LSMIX is a more actively managed with annual turnover of: 63.00 vs. FSMAX (18.00). 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 : 26.14 vs. LSMIX (23.54). FSMAX return over 5 years is better than : 48.39 vs. LSMIX (28.46).
| FSMAX | LSMIX | FSMAX / LSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.994 | 4.023 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 249M | 16,386% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 23.54 | 111% |
| Returns for 3 years | 21.40 | 7.56 | 283% |
| Returns for 5 years | 48.39 | 28.46 | 170% |
| Returns for 10 years | 90.18 | N/A | - |