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FSMAX vs MXXIX
FSMAX vs MXXIX Comparison
Open Charts FSMAX vs MXXIX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Marsico Midcap Growth Focus Fund
Price$56.33
Change+$0.46 (+0.82%)
VolumeN/A
Net Assets441.98M
FSMAX vs MXXIX Comparison Chart
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FSMAX vs. MXXIX commentary
Jun 07, 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 (442M). 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: 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 : 29.84 vs. FSMAX (11.97). MXXIX (52.53) and FSMAX (51.39) 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 | -1.551 | 12.618 | -12% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 442M | 8,507% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.97 | 29.84 | 40% |
| Returns for 3 years | 30.47 | 66.78 | 46% |
| Returns for 5 years | 51.39 | 52.53 | 98% |
| Returns for 10 years | 69.53 | 149.31 | 47% |
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