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FSMAX vs NEEGX
FSMAX vs NEEGX Comparison
Open Charts FSMAX vs NEEGX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Needham Growth Retail
Price$58.26
Change+$0.56 (+0.97%)
VolumeN/A
Net Assets140.01M
FSMAX vs NEEGX Comparison Chart in %
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FSMAX vs. NEEGX commentary
Sep 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 Buy and NEEGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. NEEGX (140M). FSMAX pays higher dividends than NEEGX: FSMAX (0.44) 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 : 21.50 vs. NEEGX (-10.11). FSMAX return over 5 years is better than : 59.13 vs. NEEGX (22.39).
| 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 | 10.057 | -4.523 | -222% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 140M | 29,286% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | -10.11 | -213% |
| Returns for 3 years | 56.89 | 23.80 | 239% |
| Returns for 5 years | 59.13 | 22.39 | 264% |
| Returns for 10 years | 101.70 | 34.77 | 293% |
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