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FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Longleaf Partners Small-Cap
Price$27.58
Change-$0.38 (-1.36%)
VolumeN/A
Net Assets677.64M
FSMDX vs LLSCX Comparison Chart
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FSMDX vs. LLSCX commentary
Feb 23, 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 Hold and LLSCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. LLSCX (678M). 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 : 12.97 vs. LLSCX (6.40). FSMDX return over 5 years is better than : 51.19 vs. LLSCX (24.13).
| 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 | 1.717 | 0.804 | 214% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 678M | 5,693% |
| Annual Yield % from dividends | 1.28 | 0.88 | 146% |
| Returns for 1 year | 12.97 | 6.40 | 203% |
| Returns for 3 years | 24.51 | 12.12 | 202% |
| Returns for 5 years | 51.19 | 24.13 | 212% |
| Returns for 10 years | 107.43 | -0.89 | -12,097% |