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FSMAX vs LKSMX
FSMAX vs LKSMX Comparison
Open Charts FSMAX vs LKSMX
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
LKCM Small-Mid Cap Equity Institutional
Price$11.63
Change+$0.04 (+0.35%)
VolumeN/A
Net Assets41.95M
FSMAX vs LKSMX Comparison Chart in %
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FSMAX vs. LKSMX commentary
Oct 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 FSMAX is a Hold and LKSMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. LKSMX (42M). FSMAX pays higher dividends than LKSMX: FSMAX (0.44) vs LKSMX (0.00). FSMAX was incepted earlier than LKSMX: FSMAX (14 years) vs LKSMX (14 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 : 12.97 vs. LKSMX (4.40). FSMAX return over 5 years is better than : 49.17 vs. LKSMX (11.72).
| 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 | 14 years | - |
| Gain YTD | 11.103 | 1.483 | 748% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 42M | 98,571% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 12.97 | 4.40 | 295% |
| Returns for 3 years | 63.92 | 32.46 | 197% |
| Returns for 5 years | 49.17 | 11.72 | 420% |
| Returns for 10 years | 104.19 | -4.20 | -2,480% |