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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.36
Change+$0.02 (+0.14%)
VolumeN/A
Net Assets248.54M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Oct 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: 41.4B vs. LSMIX (249M). FSMAX pays higher dividends than LSMIX: FSMAX (0.44) 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 : 12.72 vs. LSMIX (4.74). FSMAX return over 5 years is better than : 48.84 vs. LSMIX (12.63).
| 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 | 10.860 | 5.048 | 215% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 249M | 16,627% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 12.72 | 4.74 | 268% |
| Returns for 3 years | 63.57 | 33.46 | 190% |
| Returns for 5 years | 48.84 | 12.63 | 387% |
| Returns for 10 years | 103.74 | 52.72 | 197% |
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