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FSSNX vs LMBAX
FSSNX vs LMBAX Comparison
Open Charts FSSNX vs LMBAX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
Franklin U.S. Small Cap Equity A
Price$13.06
Change-$0.48 (-3.55%)
VolumeN/A
Net Assets101.24M
FSSNX vs LMBAX Comparison Chart
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FSSNX vs. LMBAX 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 FSSNX is a Hold and LMBAX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. LMBAX (101M). FSSNX pays higher dividends than LMBAX: FSSNX (1.36) vs LMBAX (0.08). FSSNX was incepted earlier than LMBAX: FSSNX (13 years) vs LMBAX (16 years). LMBAX is a more actively managed with annual turnover of: 34.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than LMBAX: FSSNX (0) vs LMBAX (1000). FSSNX annual gain was more profitable for investors over the last year : 10.61 vs. LMBAX (2.52). FSSNX return over 5 years is better than : 36.70 vs. LMBAX (11.19).
| FSSNX | LMBAX | FSSNX / LMBAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | -1.445 | -1.805 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 101M | 26,931% |
| Annual Yield % from dividends | 1.36 | 0.08 | 1,611% |
| Returns for 1 year | 10.61 | 2.52 | 422% |
| Returns for 3 years | 16.37 | 6.46 | 253% |
| Returns for 5 years | 36.70 | 11.19 | 328% |
| Returns for 10 years | 73.57 | -4.06 | -1,812% |
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