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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
Open Charts FSMAX vs MXXIX
Fidelity Extended Market Index
Price$92.35
Change+$0.18 (+0.20%)
VolumeN/A
Net Assets37.61B
Marsico Midcap Growth Focus Fund
Price$59.44
Change+$0.97 (+1.66%)
VolumeN/A
Net Assets491.61M
FSMAX vs MXXIX Comparison Chart in %
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FSMAX vs. MXXIX commentary
Jul 01, 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 StrongBuy and MXXIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. MXXIX (492M). FSMAX pays higher dividends than MXXIX: FSMAX (0.50) vs MXXIX (0.00). FSMAX was incepted earlier than MXXIX: FSMAX (14 years) vs MXXIX (25 years). MXXIX (1.39) is less costly to investors than FSMAX (0.04). MXXIX is a more actively managed with annual turnover of: 50.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than MXXIX: FSMAX (0) vs MXXIX (2500). MXXIX annual gain was more profitable for investors over the last year : 34.82 vs. FSMAX (15.55). MXXIX (67.25) and FSMAX (66.96) have equivalent 5 years return.
| FSMAX | MXXIX | FSMAX / MXXIX | |
| Total Expense Ratio | 0.04 | 1.39 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.39 | 3% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 1.618 | 17.859 | 9% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 492M | 7,642% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.55 | 34.82 | 45% |
| Returns for 3 years | 48.97 | 90.27 | 54% |
| Returns for 5 years | 66.96 | 67.25 | 100% |
| Returns for 10 years | 75.60 | 159.41 | 47% |
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