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FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Longleaf Partners Small-Cap
Price$28.37
Change-$0.19 (-0.67%)
VolumeN/A
CapitalizationN/A
FSMDX vs LLSCX Comparison Chart
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FSMDX vs. LLSCX 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 FSMDX is a Buy and LLSCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. LLSCX (722M). FSMDX pays higher dividends than LLSCX: FSMDX (1.28) vs LLSCX (0.88). FSMDX was incepted earlier than LLSCX: FSMDX (13 years) vs LLSCX (36 years). LLSCX is a more actively managed with annual turnover of: 24.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than LLSCX: FSMDX (0) vs LLSCX (10000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. LLSCX (17.45). FSMDX return over 5 years is better than : 57.26 vs. LLSCX (24.86).
| FSMDX | LLSCX | FSMDX / LLSCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 36 years | - |
| Gain YTD | 19.211 | 13.616 | 141% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 722M | 5,485% |
| Annual Yield % from dividends | 1.28 | 0.88 | 146% |
| Returns for 1 year | 20.70 | 17.45 | 119% |
| Returns for 3 years | 19.14 | 12.96 | 148% |
| Returns for 5 years | 57.26 | 24.86 | 230% |
| Returns for 10 years | 122.53 | 6.31 | 1,942% |
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