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FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Longleaf Partners Small-Cap
Price$27.27
Change+$0.12 (+0.44%)
VolumeN/A
Net Assets678.16M
FSMDX vs LLSCX Comparison Chart
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FSMDX vs. LLSCX commentary
Jan 19, 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: 37B 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 : 21.14 vs. LLSCX (9.46). FSMDX return over 5 years is better than : 54.11 vs. LLSCX (18.45).
| 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 | 3.642 | -0.329 | -1,107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 678M | 5,457% |
| Annual Yield % from dividends | 1.28 | 0.88 | 146% |
| Returns for 1 year | 21.14 | 9.46 | 223% |
| Returns for 3 years | 20.66 | 7.24 | 285% |
| Returns for 5 years | 54.11 | 18.45 | 293% |
| Returns for 10 years | 124.41 | 5.44 | 2,285% |
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