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FSSNX vs LMBMX
FSSNX vs LMBMX Comparison
Open Charts FSSNX vs LMBMX
Fidelity Small Cap Index
Price$33.03
Change+$2.04 (+6.58%)
VolumeN/A
Net Assets29.73B
Franklin U.S. Small Cap Equity IS
Price$15.85
Change+$0.40 (+2.59%)
VolumeN/A
Net Assets124.29M
FSSNX vs LMBMX Comparison Chart in %
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FSSNX vs. LMBMX commentary
Feb 04, 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 FSSNX is a Hold and LMBMX is a Buy.
FUNDAMENTALS
Fundamentals
FSSNX has more cash in the bank: 29.7B vs. LMBMX (124M). FSSNX pays higher dividends than LMBMX: FSSNX (1.03) vs LMBMX (0.39). FSSNX was incepted earlier than LMBMX: FSSNX (14 years) vs LMBMX (14 years). LMBMX (0.96) is less costly to investors than FSSNX (0.03). LMBMX is a more actively managed with annual turnover of: 53.00 vs. FSSNX (14.00). FSSNX has a lower initial minimum investment than LMBMX: FSSNX (0) vs LMBMX (1000000). FSSNX (18.62) and LMBMX (17.79) have marching annual gain over last year. FSSNX return over 5 years is better than : 25.49 vs. LMBMX (10.27).
| FSSNX | LMBMX | FSSNX / LMBMX | |
| Total Expense Ratio | 0.03 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.96 | 3% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 6.434 | 5.667 | 114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 29.7B | 124M | 23,952% |
| Annual Yield % from dividends | 1.03 | 0.39 | 263% |
| Returns for 1 year | 18.62 | 17.79 | 105% |
| Returns for 3 years | 39.32 | 32.56 | 121% |
| Returns for 5 years | 25.49 | 10.27 | 248% |
| Returns for 10 years | 169.89 | 62.26 | 273% |
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