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FSMAX vs NEEGX
FSMAX vs NEEGX Comparison
Open Charts FSMAX vs NEEGX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Needham Growth Retail
Price$59.47
Change+$0.46 (+0.78%)
VolumeN/A
Net Assets157.29M
FSMAX vs NEEGX Comparison Chart in %
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FSMAX vs. NEEGX commentary
Jul 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. NEEGX (157M). FSMAX pays higher dividends than NEEGX: FSMAX (0.47) vs NEEGX (0.00). FSMAX was incepted earlier than NEEGX: FSMAX (14 years) vs NEEGX (30 years). NEEGX (1.75) 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 : 18.61 vs. NEEGX (-16.65). FSMAX return over 5 years is better than : 64.88 vs. NEEGX (32.54).
| FSMAX | NEEGX | FSMAX / NEEGX | |
| Total Expense Ratio | 0.04 | 1.71 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.75 | 2% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 4.632 | -2.540 | -182% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 157M | 24,968% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | -16.65 | -112% |
| Returns for 3 years | 54.62 | 34.70 | 157% |
| Returns for 5 years | 64.88 | 32.54 | 199% |
| Returns for 10 years | 81.19 | 26.32 | 309% |
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