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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
Open Charts FSMAX vs MXXIX
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
Marsico Midcap Growth Focus Fund
Price$47.29
Change+$0.70 (+1.50%)
VolumeN/A
Net Assets348.43M
FSMAX vs MXXIX Comparison Chart
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FSMAX vs. MXXIX commentary
Apr 12, 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 Buy and MXXIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. MXXIX (348M). FSMAX pays higher dividends than MXXIX: FSMAX (0.53) 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: 76.00 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 : 15.42 vs. FSMAX (-1.02). FSMAX (67.38) and MXXIX (65.62) 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 | -12.456 | -2.983 | 418% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 348M | 10,489% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -1.02 | 15.42 | -7% |
| Returns for 3 years | 8.74 | 28.11 | 31% |
| Returns for 5 years | 67.38 | 65.62 | 103% |
| Returns for 10 years | 49.16 | 112.49 | 44% |
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