Ad is loading...
FSMAX vs OTCGX
FSMAX vs OTCGX Comparison
Open Charts FSMAX vs OTCGX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
MFS Mid Cap Growth R1
Price$19.45
Change-$1.05 (-5.12%)
VolumeN/A
Net Assets14.17B
FSMAX vs OTCGX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. OTCGX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. OTCGX (14.2B). FSMAX pays higher dividends than OTCGX: FSMAX (0.53) 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 : 3.80 vs. OTCGX (-9.17). FSMAX return over 5 years is better than : 106.28 vs. OTCGX (51.29).
| 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 | -6.855 | -4.206 | 163% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 14.2B | 257% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -9.17 | -41% |
| Returns for 3 years | 8.54 | -0.92 | -930% |
| Returns for 5 years | 106.28 | 51.29 | 207% |
| Returns for 10 years | 57.10 | 60.03 | 95% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| VGSH | 58.71 | 0.23 | +0.39% |
| Vanguard Short-Term Treasury ETF | |||
| PHB | 17.94 | -0.19 | -1.05% |
| Invesco Fundamental Hi Yld® Corp Bd ETF | |||
| SILJ | 11.69 | -0.30 | -2.50% |
| Amplify Junior Silver Miners ETF | |||
| SAMT | 28.74 | -0.88 | -2.99% |
| Strategas Macro Thematic Opp ETF | |||
| LCG | 26.42 | -1.95 | -6.87% |
| Sterling Capital Focus Equity ETF | |||