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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$96.19
Change+$0.34 (+0.35%)
VolumeN/A
Net Assets40.78B
Needham Growth Institutional
Price$68.09
Change-$0.58 (-0.84%)
VolumeN/A
Net Assets209.87M
FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Jan 24, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. NEEIX (210M). 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 : 26.23 vs. NEEIX (11.29). FSMAX (52.97) and NEEIX (51.21) have equivalent 5 years return.
| 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 | 5.843 | 6.490 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 210M | 19,429% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.23 | 11.29 | 232% |
| Returns for 3 years | 27.74 | 13.71 | 202% |
| Returns for 5 years | 52.97 | 51.21 | 103% |
| Returns for 10 years | 87.92 | N/A | - |
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