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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Needham Growth Institutional
Price$60.55
Change-$0.77 (-1.26%)
VolumeN/A
Net Assets147.51M
FSMAX vs NEEIX Comparison Chart in %
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FSMAX vs. NEEIX commentary
Aug 10, 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: 39.6B vs. NEEIX (148M). FSMAX pays higher dividends than NEEIX: FSMAX (0.46) 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 : 18.48 vs. NEEIX (-9.96). FSMAX return over 5 years is better than : 51.23 vs. NEEIX (22.30).
| 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 | 4.401 | -5.302 | -83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 148M | 26,757% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.48 | -9.96 | -185% |
| Returns for 3 years | 39.75 | 17.32 | 229% |
| Returns for 5 years | 51.23 | 22.30 | 230% |
| Returns for 10 years | 83.14 | N/A | - |