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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$96.39
Change-$0.12 (-0.12%)
VolumeN/A
Net Assets39.17B
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.72
Change-$0.01 (-0.07%)
VolumeN/A
Net Assets239.06M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Jul 29, 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: 39.2B vs. LSMIX (239M). FSMAX pays higher dividends than LSMIX: FSMAX (0.47) 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 (9.00). 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 : 13.53 vs. LSMIX (4.57). FSMAX return over 5 years is better than : 57.98 vs. LSMIX (20.23).
| 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 | 6.195 | 0.439 | 1,411% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 239M | 16,402% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 13.53 | 4.57 | 296% |
| Returns for 3 years | 44.35 | 17.85 | 248% |
| Returns for 5 years | 57.98 | 20.23 | 287% |
| Returns for 10 years | 83.77 | 35.92 | 233% |
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