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BRMAX vs FSMAX
BRMAX vs FSMAX Comparison
Open Charts BRMAX vs FSMAX
iShares Russell Mid-Cap Index Inv A
Price$16.52
Change+$0.18 (+1.10%)
VolumeN/A
CapitalizationN/A
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
BRMAX vs FSMAX Comparison Chart
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BRMAX vs. FSMAX commentary
Nov 23, 2024
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 BRMAX is a StrongBuy and FSMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. BRMAX (2.15B). BRMAX (1.11) and FSMAX (1.10) have matching dividends . BRMAX was incepted earlier than FSMAX: BRMAX (9 years) vs FSMAX (13 years). BRMAX is a more actively managed with annual turnover of: 20.00 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than BRMAX: FSMAX (0) vs BRMAX (1000). FSMAX annual gain was more profitable for investors over the last year : 38.09 vs. BRMAX (30.33). FSMAX (56.62) and BRMAX (55.54) have equivalent 5 years return.
| BRMAX | FSMAX | BRMAX / FSMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 9 years | 13 years | - |
| Gain YTD | 21.189 | 22.777 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.15B | 40B | 5% |
| Annual Yield % from dividends | 1.11 | 1.10 | 101% |
| Returns for 1 year | 30.33 | 38.09 | 80% |
| Returns for 3 years | 9.52 | 7.70 | 124% |
| Returns for 5 years | 55.54 | 56.62 | 98% |
| Returns for 10 years | N/A | 85.67 | - |
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