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FSSNX vs LMBMX
FSSNX vs LMBMX Comparison
Open Charts FSSNX vs LMBMX
Fidelity Small Cap Index
Price$27.28
Change-$0.83 (-2.95%)
VolumeN/A
Net Assets27.16B
Franklin U.S. Small Cap Equity IS
Price$13.05
Change-$0.48 (-3.55%)
VolumeN/A
Net Assets101.24M
FSSNX vs LMBMX Comparison Chart
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FSSNX vs. LMBMX 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 LMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 27.2B vs. LMBMX (101M). FSSNX pays higher dividends than LMBMX: FSSNX (1.36) vs LMBMX (0.45). FSSNX was incepted earlier than LMBMX: FSSNX (13 years) vs LMBMX (13 years). LMBMX is a more actively managed with annual turnover of: 34.00 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 : 10.61 vs. LMBMX (2.94). FSSNX return over 5 years is better than : 36.70 vs. LMBMX (13.48).
| FSSNX | LMBMX | FSSNX / LMBMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 13 years | - |
| Gain YTD | -1.445 | -1.806 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 27.2B | 101M | 26,931% |
| Annual Yield % from dividends | 1.36 | 0.45 | 303% |
| Returns for 1 year | 10.61 | 2.94 | 361% |
| Returns for 3 years | 16.37 | 7.85 | 208% |
| Returns for 5 years | 36.70 | 13.48 | 272% |
| Returns for 10 years | 73.57 | -1.17 | -6,286% |
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