Interact to see
Advertisement
Advertisement
FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
Longleaf Partners Small-Cap
Price$29.15
Change+$0.07 (+0.24%)
VolumeN/A
Net Assets701.58M
FSMDX vs LLSCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. LLSCX commentary
Jul 18, 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: 42.4B vs. LLSCX (702M). FSMDX pays higher dividends than LLSCX: FSMDX (1.31) vs LLSCX (0.11). FSMDX was incepted earlier than LLSCX: FSMDX (14 years) vs LLSCX (36 years). LLSCX (1.04) is less costly to investors than FSMDX (0.03). LLSCX is a more actively managed with annual turnover of: 27.00 vs. FSMDX (15.00). 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 : 8.58 vs. LLSCX (7.90). LLSCX (71.04) and FSMDX (70.17) have equivalent 5 years return.
| FSMDX | LLSCX | FSMDX / LLSCX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 2% |
| Fund Existence | 14 years | 36 years | - |
| Gain YTD | 5.111 | 6.287 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 702M | 6,040% |
| Annual Yield % from dividends | 1.31 | 0.11 | 1,226% |
| Returns for 1 year | 8.58 | 7.90 | 109% |
| Returns for 3 years | 45.92 | 31.66 | 145% |
| Returns for 5 years | 70.17 | 71.04 | 99% |
| Returns for 10 years | 117.56 | 5.73 | 2,052% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement