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FSMAX vs NBMTX
FSMAX vs NBMTX Comparison
Open Charts FSMAX vs NBMTX
Fidelity Extended Market Index
Price$76.01
Change-$3.55 (-4.46%)
VolumeN/A
Net Assets36.55B
Neuberger Berman Mid Cap Growth Tr
Price$14.77
Change-$0.41 (-2.70%)
VolumeN/A
Net Assets1.64B
FSMAX vs NBMTX Comparison Chart
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FSMAX vs. NBMTX commentary
Apr 11, 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 NBMTX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. NBMTX (1.64B). FSMAX pays higher dividends than NBMTX: FSMAX (0.53) 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 : -1.02 vs. NBMTX (-9.48). FSMAX return over 5 years is better than : 67.38 vs. NBMTX (10.43).
| 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 | -12.456 | -10.442 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 1.64B | 2,226% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -1.02 | -9.48 | 11% |
| Returns for 3 years | 8.74 | -5.30 | -165% |
| Returns for 5 years | 67.38 | 10.43 | 646% |
| Returns for 10 years | 49.16 | 6.46 | 761% |
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