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FSMAX vs OTCGX
FSMAX vs OTCGX Comparison
Open Charts FSMAX vs OTCGX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
MFS Mid Cap Growth R1
Price$21.37
Change+$0.20 (+0.94%)
VolumeN/A
Net Assets14.71B
FSMAX vs OTCGX Comparison Chart
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FSMAX vs. OTCGX commentary
May 09, 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 OTCGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. OTCGX (14.7B). FSMAX pays higher dividends than OTCGX: FSMAX (0.54) vs OTCGX (0.00). FSMAX was incepted earlier than OTCGX: FSMAX (14 years) vs OTCGX (20 years). OTCGX (1.79) is less costly to investors than FSMAX (0.04). OTCGX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (9.00). FSMAX (0) and OTCGX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. OTCGX (-4.47). FSMAX return over 5 years is better than : 60.52 vs. OTCGX (27.76).
| FSMAX | OTCGX | FSMAX / OTCGX | |
| Total Expense Ratio | 0.04 | 1.78 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.79 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -7.989 | -1.075 | 743% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 14.7B | 245% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -4.47 | -87% |
| Returns for 3 years | 32.38 | 23.66 | 137% |
| Returns for 5 years | 60.52 | 27.76 | 218% |
| Returns for 10 years | 59.20 | 66.04 | 90% |
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