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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Needham Growth Institutional
Price$68.57
Change-$2.00 (-2.83%)
VolumeN/A
Net Assets160.37M
FSMAX vs NEEIX Comparison Chart in %
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FSMAX vs. NEEIX commentary
Oct 08, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. NEEIX (160M). FSMAX pays higher dividends than NEEIX: FSMAX (0.44) 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 : 19.58 vs. NEEIX (-0.04). FSMAX return over 5 years is better than : 53.17 vs. NEEIX (35.53).
| 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 | 13.072 | 10.369 | 126% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 160M | 25,875% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.58 | -0.04 | -46,081% |
| Returns for 3 years | 70.02 | 58.16 | 120% |
| Returns for 5 years | 53.17 | 35.53 | 150% |
| Returns for 10 years | 107.23 | N/A | - |
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