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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$94.35
Change-$1.02 (-1.07%)
VolumeN/A
Net Assets39.17B
Needham Growth Institutional
Price$62.14
Change-$0.71 (-1.13%)
VolumeN/A
Net Assets156.37M
FSMAX vs NEEIX Comparison Chart in %
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FSMAX vs. NEEIX commentary
Jul 12, 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: 39.2B vs. NEEIX (156M). FSMAX pays higher dividends than NEEIX: FSMAX (0.47) vs NEEIX (0.00). FSMAX was incepted earlier than NEEIX: FSMAX (14 years) vs NEEIX (9 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 : 15.88 vs. NEEIX (-17.14). FSMAX return over 5 years is better than : 62.86 vs. NEEIX (35.45).
| 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 | 9 years | - |
| Gain YTD | 4.941 | -1.705 | -290% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 156M | 25,128% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.88 | -17.14 | -93% |
| Returns for 3 years | 54.95 | 36.30 | 151% |
| Returns for 5 years | 62.86 | 35.45 | 177% |
| Returns for 10 years | 78.62 | N/A | - |
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