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FSSNX vs LMBAX
FSSNX vs LMBAX Comparison
Open Charts FSSNX vs LMBAX
Fidelity Small Cap Index
Price$28.26
Change+$0.12 (+0.43%)
VolumeN/A
Net Assets27.09B
Franklin U.S. Small Cap Equity A
Price$13.67
Change+$0.07 (+0.51%)
VolumeN/A
Net Assets104.9M
FSSNX vs LMBAX Comparison Chart
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FSSNX vs. LMBAX 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 FSSNX is a Hold and LMBAX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.1B vs. LMBAX (105M). 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 : 20.08 vs. LMBAX (13.22). FSSNX return over 5 years is better than : 40.02 vs. LMBAX (12.81).
| 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 | 2.095 | 2.782 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.1B | 105M | 25,810% |
| Annual Yield % from dividends | 1.36 | 0.08 | 1,611% |
| Returns for 1 year | 20.08 | 13.22 | 152% |
| Returns for 3 years | 13.99 | 5.81 | 241% |
| Returns for 5 years | 40.02 | 12.81 | 312% |
| Returns for 10 years | 89.83 | 5.89 | 1,524% |