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FSMAX vs NEEGX
FSMAX vs NEEGX Comparison
Open Charts FSMAX vs NEEGX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Needham Growth Retail
Price$50.38
Change+$0.27 (+0.54%)
VolumeN/A
Net Assets136.06M
FSMAX vs NEEGX Comparison Chart
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FSMAX vs. NEEGX commentary
May 09, 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 NEEGX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. NEEGX (136M). FSMAX pays higher dividends than NEEGX: FSMAX (0.54) vs NEEGX (0.00). FSMAX was incepted earlier than NEEGX: FSMAX (14 years) vs NEEGX (29 years). NEEGX (1.79) is less costly to investors than FSMAX (0.04). NEEGX is a more actively managed with annual turnover of: 14.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than NEEGX: FSMAX (0) vs NEEGX (2000). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. NEEGX (-27.46). FSMAX return over 5 years is better than : 60.52 vs. NEEGX (21.74).
| FSMAX | NEEGX | FSMAX / NEEGX | |
| Total Expense Ratio | 0.04 | 1.75 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.79 | 2% |
| Fund Existence | 14 years | 29 years | - |
| Gain YTD | -7.989 | -17.879 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 136M | 26,471% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -27.46 | -14% |
| Returns for 3 years | 32.38 | 6.41 | 505% |
| Returns for 5 years | 60.52 | 21.74 | 278% |
| Returns for 10 years | 59.20 | 5.83 | 1,016% |
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