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FSMAX vs OTCGX
FSMAX vs OTCGX Comparison
Open Charts FSMAX vs OTCGX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
MFS Mid Cap Growth R1
Price$23.31
Change+$0.14 (+0.60%)
VolumeN/A
Net Assets15.29B
FSMAX vs OTCGX Comparison Chart in %
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FSMAX vs. OTCGX commentary
Sep 06, 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 OTCGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. OTCGX (15.3B). FSMAX pays higher dividends than OTCGX: FSMAX (0.44) 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 : 20.86 vs. OTCGX (5.27). FSMAX return over 5 years is better than : 58.29 vs. OTCGX (21.18).
| 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 | 9.474 | 8.271 | 115% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 15.3B | 268% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 20.86 | 5.27 | 396% |
| Returns for 3 years | 56.06 | 32.63 | 172% |
| Returns for 5 years | 58.29 | 21.18 | 275% |
| Returns for 10 years | 100.64 | 84.18 | 120% |
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