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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$102.31
Change-$0.89 (-0.86%)
VolumeN/A
Net Assets41.03B
LKCM Small-Mid Cap Equity Institutional
Price$12.13
Change-$0.10 (-0.82%)
VolumeN/A
Net Assets43.92M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Dec 16, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LKSMX (43.9M). 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 : 7.71 vs. LKSMX (1.17). FSMAX return over 5 years is better than : 30.47 vs. LKSMX (4.03).
| 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 | 13.556 | 5.846 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 43.9M | 93,394% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 7.71 | 1.17 | 660% |
| Returns for 3 years | 65.96 | 41.71 | 158% |
| Returns for 5 years | 30.47 | 4.03 | 756% |
| Returns for 10 years | 126.29 | 2.88 | 4,379% |
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