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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$92.83
Change+$0.48 (+0.52%)
VolumeN/A
Net Assets37.61B
Loomis Sayles Small/Mid Cap Growth Instl
Price$13.80
Change+$0.04 (+0.29%)
VolumeN/A
Net Assets239.7M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Jul 01, 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 (240M). 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). 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 : 15.06 vs. LSMIX (7.75). FSMAX return over 5 years is better than : 60.90 vs. LSMIX (27.53).
| 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 | 1.618 | 0.658 | 246% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 240M | 15,667% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.06 | 7.75 | 194% |
| Returns for 3 years | 50.16 | 29.57 | 170% |
| Returns for 5 years | 60.90 | 27.53 | 221% |
| Returns for 10 years | 75.60 | 38.40 | 197% |
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