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FSMAX vs NBMTX
FSMAX vs NBMTX Comparison
Open Charts FSMAX vs NBMTX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Neuberger Berman Mid Cap Growth Tr
Price$17.78
Change-$0.19 (-1.06%)
VolumeN/A
Net Assets1.92B
FSMAX vs NBMTX Comparison Chart
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FSMAX vs. NBMTX commentary
Jun 15, 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 NBMTX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. NBMTX (1.92B). FSMAX pays higher dividends than NBMTX: FSMAX (0.50) vs NBMTX (0.00). FSMAX was incepted earlier than NBMTX: FSMAX (14 years) vs NBMTX (32 years). NBMTX (0.94) is less costly to investors than FSMAX (0.04). NBMTX is a more actively managed with annual turnover of: 97.00 vs. FSMAX (9.00). FSMAX (0) and NBMTX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. NBMTX (7.54). FSMAX return over 5 years is better than : 60.48 vs. NBMTX (12.44).
| FSMAX | NBMTX | FSMAX / NBMTX | |
| Total Expense Ratio | 0.04 | 0.94 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.94 | 4% |
| Fund Existence | 14 years | 32 years | - |
| Gain YTD | -2.080 | 6.018 | -35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.92B | 1,958% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 7.54 | 152% |
| Returns for 3 years | 47.57 | 35.73 | 133% |
| Returns for 5 years | 60.48 | 12.44 | 486% |
| Returns for 10 years | 66.64 | 23.06 | 289% |