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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
Open Charts FSMAX vs MXXIX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Marsico Midcap Growth Focus Fund
Price$61.00
Change+$0.10 (+0.16%)
VolumeN/A
Net Assets572.28M
FSMAX vs MXXIX Comparison Chart in %
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FSMAX vs. MXXIX commentary
Sep 08, 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 MXXIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. MXXIX (572M). FSMAX pays higher dividends than MXXIX: FSMAX (0.44) vs MXXIX (0.00). FSMAX was incepted earlier than MXXIX: FSMAX (14 years) vs MXXIX (26 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 : 38.67 vs. FSMAX (21.50). FSMAX (59.13) and MXXIX (57.18) 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 | 26 years | - |
| Gain YTD | 10.057 | 22.959 | 44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 572M | 7,168% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | 38.67 | 56% |
| Returns for 3 years | 56.89 | 93.65 | 61% |
| Returns for 5 years | 59.13 | 57.18 | 103% |
| Returns for 10 years | 101.70 | 182.93 | 56% |
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