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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Needham Growth Institutional
Price$50.06
Change-$4.57 (-8.37%)
VolumeN/A
Net Assets144.65M
FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Apr 05, 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 Hold and NEEIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. NEEIX (145M). FSMAX pays higher dividends than NEEIX: FSMAX (0.53) vs NEEIX (0.00). FSMAX was incepted earlier than NEEIX: FSMAX (14 years) vs NEEIX (8 years). NEEIX (1.50) is less costly to investors than FSMAX (0.04). FSMAX (9.00) and NEEIX (9.00) have comparable annual turnover. 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 : 3.80 vs. NEEIX (-26.05). FSMAX return over 5 years is better than : 106.28 vs. NEEIX (63.96).
| FSMAX | NEEIX | FSMAX / NEEIX | |
| Total Expense Ratio | 0.04 | 1.21 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.50 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -6.855 | -14.561 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 145M | 25,172% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -26.05 | -15% |
| Returns for 3 years | 8.54 | -8.58 | -100% |
| Returns for 5 years | 106.28 | 63.96 | 166% |
| Returns for 10 years | 57.10 | N/A | - |
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