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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
LKCM Small-Mid Cap Equity Institutional
Price$11.74
Change-$0.18 (-1.51%)
VolumeN/A
Net Assets42.56M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Nov 14, 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 FSMAX is a Hold and LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. LKSMX (42.6M). FSMAX pays higher dividends than LKSMX: FSMAX (0.43) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (14 years) vs LKSMX (15 years). LKSMX (1.41) is less costly to investors than FSMAX (0.04). LKSMX is a more actively managed with annual turnover of: 31.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than LKSMX: FSMAX (0) vs LKSMX (2000). FSMAX annual gain was more profitable for investors over the last year : 7.45 vs. LKSMX (-2.41). FSMAX return over 5 years is better than : 44.70 vs. LKSMX (9.62).
| FSMAX | LKSMX | FSMAX / LKSMX | |
| Total Expense Ratio | 0.04 | 1.01 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.41 | 2% |
| Fund Existence | 14 years | 15 years | - |
| Gain YTD | 11.532 | 2.443 | 472% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 42.6M | 97,418% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 7.45 | -2.41 | -309% |
| Returns for 3 years | 55.42 | 29.72 | 186% |
| Returns for 5 years | 44.70 | 9.62 | 465% |
| Returns for 10 years | 106.36 | -3.69 | -2,881% |
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