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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$95.75
Change-$1.12 (-1.16%)
VolumeN/A
CapitalizationN/A
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.18
Change-$0.14 (-0.98%)
VolumeN/A
CapitalizationN/A
FSMAX vs LSMIX Comparison Chart
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FSMAX vs. LSMIX commentary
Dec 19, 2024
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: 44.5B vs. LSMIX (214M). FSMAX pays higher dividends than LSMIX: FSMAX (1.10) vs LSMIX (0.00). FSMAX was incepted earlier than LSMIX: FSMAX (13 years) vs LSMIX (9 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 (24.85) and LSMIX (24.17) have marching annual gain over last year. FSMAX return over 5 years is better than : 54.67 vs. LSMIX (34.03).
| FSMAX | LSMIX | FSMAX / LSMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 9 years | - |
| Gain YTD | 22.662 | 22.136 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 214M | 20,794% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.85 | 24.17 | 103% |
| Returns for 3 years | 15.90 | -9.57 | -166% |
| Returns for 5 years | 54.67 | 34.03 | 161% |
| Returns for 10 years | 88.57 | N/A | - |