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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
Open Charts FSMAX vs MXXIX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Marsico Midcap Growth Focus Fund
Price$52.16
Change+$0.50 (+0.97%)
VolumeN/A
Net Assets386.25M
FSMAX vs MXXIX Comparison Chart
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FSMAX vs. MXXIX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. MXXIX (386M). FSMAX pays higher dividends than MXXIX: FSMAX (1.10) vs MXXIX (0.00). FSMAX was incepted earlier than MXXIX: FSMAX (13 years) vs MXXIX (25 years). MXXIX is a more actively managed with annual turnover of: 76.00 vs. FSMAX (18.00). 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 : 37.48 vs. FSMAX (26.14). MXXIX (48.94) and FSMAX (48.39) have equivalent 5 years return.
| FSMAX | MXXIX | FSMAX / MXXIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 3.994 | 5.140 | 78% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 386M | 10,570% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 37.48 | 70% |
| Returns for 3 years | 21.40 | 29.24 | 73% |
| Returns for 5 years | 48.39 | 48.94 | 99% |
| Returns for 10 years | 90.18 | 145.69 | 62% |
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