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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Needham Growth Institutional
Price$56.95
Change+$0.83 (+1.48%)
VolumeN/A
Net Assets143.6M
FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Jun 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 StrongBuy and NEEIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. NEEIX (144M). FSMAX pays higher dividends than NEEIX: FSMAX (0.50) vs NEEIX (0.00). FSMAX was incepted earlier than NEEIX: FSMAX (14 years) vs NEEIX (8 years). NEEIX (1.47) is less costly to investors than FSMAX (0.04). NEEIX is a more actively managed with annual turnover of: 14.00 vs. FSMAX (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 : 11.97 vs. NEEIX (-23.52). FSMAX return over 5 years is better than : 51.39 vs. NEEIX (22.35).
| FSMAX | NEEIX | FSMAX / NEEIX | |
| Total Expense Ratio | 0.04 | 1.23 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.47 | 2% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -1.551 | -12.230 | 13% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 144M | 26,111% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.97 | -23.52 | -51% |
| Returns for 3 years | 30.47 | 5.41 | 563% |
| Returns for 5 years | 51.39 | 22.35 | 230% |
| Returns for 10 years | 69.53 | N/A | - |
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