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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$102.97
Change+$0.21 (+0.20%)
VolumeN/A
Net Assets41.03B
Loomis Sayles Small/Mid Cap Growth Instl
Price$14.79
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets233.63M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Dec 26, 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 LSMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. LSMIX (234M). FSMAX pays higher dividends than LSMIX: FSMAX (0.43) vs LSMIX (0.00). FSMAX was incepted earlier than LSMIX: FSMAX (14 years) vs LSMIX (11 years). LSMIX (0.95) is less costly to investors than FSMAX (0.04). LSMIX is a more actively managed with annual turnover of: 55.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than LSMIX: FSMAX (0) vs LSMIX (100000). FSMAX annual gain was more profitable for investors over the last year : 11.05 vs. LSMIX (6.40). FSMAX return over 5 years is better than : 26.24 vs. LSMIX (4.67).
| FSMAX | LSMIX | FSMAX / LSMIX | |
| Total Expense Ratio | 0.04 | 0.85 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.95 | 4% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 13.303 | 8.193 | 162% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 234M | 17,521% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 11.05 | 6.40 | 173% |
| Returns for 3 years | 66.56 | 36.06 | 185% |
| Returns for 5 years | 26.24 | 4.67 | 562% |
| Returns for 10 years | 119.46 | 57.62 | 207% |
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