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FSMDX vs LLSCX
FSMDX vs LLSCX Comparison
Open Charts FSMDX vs LLSCX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Longleaf Partners Small-Cap
Price$28.02
Change-$0.29 (-1.02%)
VolumeN/A
CapitalizationN/A
FSMDX vs LLSCX Comparison Chart
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FSMDX vs. LLSCX commentary
Nov 18, 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 Sell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. LLSCX (706M). 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 : 31.21 vs. LLSCX (24.09). FSMDX return over 5 years is better than : 60.20 vs. LLSCX (18.36).
| 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 | 18.509 | 12.215 | 152% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 10000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 706M | 5,142% |
| Annual Yield % from dividends | 1.28 | 0.88 | 146% |
| Returns for 1 year | 31.21 | 24.09 | 130% |
| Returns for 3 years | 9.29 | 5.11 | 182% |
| Returns for 5 years | 60.20 | 18.36 | 328% |
| Returns for 10 years | 121.13 | 4.76 | 2,546% |