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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.47
Change+$0.21 (+1.58%)
VolumeN/A
Net Assets231.61M
FSMAX vs LSMIX Comparison Chart
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FSMAX vs. LSMIX commentary
Jun 07, 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: 37.6B vs. LSMIX (232M). FSMAX pays higher dividends than LSMIX: FSMAX (0.50) 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). 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 : 11.97 vs. LSMIX (4.82). FSMAX return over 5 years is better than : 51.39 vs. LSMIX (23.46).
| 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 | -1.551 | -2.999 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 232M | 16,207% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.97 | 4.82 | 248% |
| Returns for 3 years | 30.47 | 14.61 | 209% |
| Returns for 5 years | 51.39 | 23.46 | 219% |
| Returns for 10 years | 69.53 | N/A | - |
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