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FSMAX vs NEEIX
FSMAX vs NEEIX Comparison
Open Charts FSMAX vs NEEIX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Needham Growth Institutional
Price$70.12
Change-$0.59 (-0.83%)
VolumeN/A
CapitalizationN/A
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FSMAX vs NEEIX Comparison Chart
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FSMAX vs. NEEIX commentary
Sep 21, 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 StrongBuy and NEEIX is a Sell.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. NEEIX (230M). 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). NEEIX annual gain was more profitable for investors over the last year : 33.70 vs. FSMAX (28.78). NEEIX return over 5 years is better than : 57.21 vs. FSMAX (45.86).
| 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 | 11.184 | 19.018 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 230M | 18,217% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 33.70 | 85% |
| Returns for 3 years | 1.47 | -2.71 | -54% |
| Returns for 5 years | 45.86 | 57.21 | 80% |
| Returns for 10 years | 76.52 | N/A | - |
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