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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
Needham Growth Institutional
Price$66.52
Change+$1.03 (+1.57%)
VolumeN/A
CapitalizationN/A
FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Nov 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 Buy and NEEIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. NEEIX (209M). 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 : 38.09 vs. NEEIX (25.72). NEEIX return over 5 years is better than : 60.99 vs. FSMAX (56.62).
| 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 | 22.777 | 13.639 | 167% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 209M | 19,139% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 38.09 | 25.72 | 148% |
| Returns for 3 years | 7.70 | -8.94 | -86% |
| Returns for 5 years | 56.62 | 60.99 | 93% |
| Returns for 10 years | 85.67 | N/A | - |
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