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FSSNX vs LMBMX
FSSNX vs LMBMX Comparison
Open Charts FSSNX vs LMBMX
Fidelity Small Cap Index
Price$27.16
Change+$0.01 (+0.04%)
VolumeN/A
Net Assets24.88B
Franklin U.S. Small Cap Equity IS
Price$13.56
Change+$0.05 (+0.37%)
VolumeN/A
Net Assets104.53M
FSSNX vs LMBMX Comparison Chart in %
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FSSNX vs. LMBMX commentary
Jun 29, 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 StrongBuy and LMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 24.9B vs. LMBMX (105M). LMBMX pays higher dividends than FSSNX: LMBMX (1.18) vs FSSNX (1.10). FSSNX was incepted earlier than LMBMX: FSSNX (14 years) vs LMBMX (13 years). LMBMX (0.96) is less costly to investors than FSSNX (0.03). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FSSNX (9.00). FSSNX has a lower initial minimum investment than LMBMX: FSSNX (0) vs LMBMX (1000000). FSSNX annual gain was more profitable for investors over the last year : 8.26 vs. LMBMX (6.10). FSSNX return over 5 years is better than : 64.71 vs. LMBMX (44.26).
| FSSNX | LMBMX | FSSNX / LMBMX | |
| Total Expense Ratio | 0.03 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.96 | 3% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | -1.879 | 2.032 | -92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 24.9B | 105M | 23,714% |
| Annual Yield % from dividends | 1.10 | 1.18 | 94% |
| Returns for 1 year | 8.26 | 6.10 | 135% |
| Returns for 3 years | 31.22 | 28.00 | 111% |
| Returns for 5 years | 64.71 | 44.26 | 146% |
| Returns for 10 years | 70.85 | 1.81 | 3,908% |
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