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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
Needham Growth Institutional
Price$64.71
Change+$0.52 (+0.81%)
VolumeN/A
CapitalizationN/A
FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Dec 23, 2024
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 Hold and NEEIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. NEEIX (196M). FSMAX pays higher dividends than NEEIX: FSMAX (1.10) vs NEEIX (0.00). FSMAX was incepted earlier than NEEIX: FSMAX (13 years) vs NEEIX (8 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. NEEIX (9.00). FSMAX has a lower initial minimum investment than NEEIX: FSMAX (0) vs NEEIX (100000). FSMAX annual gain was more profitable for investors over the last year : 19.04 vs. NEEIX (11.92). NEEIX (50.10) and FSMAX (48.61) have equivalent 5 years return.
| FSMAX | NEEIX | FSMAX / NEEIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 8 years | - |
| Gain YTD | 18.403 | 12.285 | 150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 196M | 22,704% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.04 | 11.92 | 160% |
| Returns for 3 years | 10.32 | -4.59 | -225% |
| Returns for 5 years | 48.61 | 50.10 | 97% |
| Returns for 10 years | 81.00 | N/A | - |
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