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FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
Longleaf Partners Small-Cap
Price$28.09
Change+$0.23 (+0.83%)
VolumeN/A
Net Assets669.82M
FSMDX vs LLSCX Comparison Chart
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FSMDX vs. LLSCX commentary
Apr 03, 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 FSMDX is a Buy and LLSCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LLSCX (670M). FSMDX pays higher dividends than LLSCX: FSMDX (1.20) vs LLSCX (0.11). FSMDX was incepted earlier than LLSCX: FSMDX (14 years) vs LLSCX (36 years). LLSCX (1.07) is less costly to investors than FSMDX (0.03). LLSCX is a more actively managed with annual turnover of: 24.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than LLSCX: FSMDX (0) vs LLSCX (10000). LLSCX annual gain was more profitable for investors over the last year : 5.97 vs. FSMDX (3.64). FSMDX return over 5 years is better than : 116.15 vs. LLSCX (103.24).
| FSMDX | LLSCX | FSMDX / LLSCX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.07 | 2% |
| Fund Existence | 14 years | 36 years | - |
| Gain YTD | -3.050 | 1.827 | -167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 670M | 5,612% |
| Annual Yield % from dividends | 1.20 | 0.11 | 1,090% |
| Returns for 1 year | 3.64 | 5.97 | 61% |
| Returns for 3 years | 12.50 | 6.77 | 185% |
| Returns for 5 years | 116.15 | 103.24 | 113% |
| Returns for 10 years | 98.36 | -1.85 | -5,307% |
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