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FSMAX vs LSMIX
FSMAX vs LSMIX Comparison
Open Charts FSMAX vs LSMIX
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
Loomis Sayles Small/Mid Cap Growth Instl
Price$15.25
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets240.46M
FSMAX vs LSMIX Comparison Chart in %
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FSMAX vs. LSMIX commentary
Jan 15, 2026
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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. LSMIX (240M). FSMAX pays higher dividends than LSMIX: FSMAX (0.57) 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 : 15.86 vs. LSMIX (9.87). FSMAX return over 5 years is better than : 25.65 vs. LSMIX (5.39).
| 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 | 4.867 | 5.536 | 88% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 240M | 16,708% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 15.86 | 9.87 | 161% |
| Returns for 3 years | 60.22 | 33.42 | 180% |
| Returns for 5 years | 25.65 | 5.39 | 476% |
| Returns for 10 years | 156.70 | 82.31 | 190% |
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