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FSMAX vs OTCHX
FSMAX vs OTCHX Comparison
Open Charts FSMAX vs OTCHX
Fidelity Extended Market Index
Price$99.12
Change+$0.54 (+0.55%)
VolumeN/A
Net Assets39.63B
MFS Mid Cap Growth R3
Price$30.66
Change+$0.20 (+0.66%)
VolumeN/A
Net Assets15.11B
FSMAX vs OTCHX Comparison Chart in %
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FSMAX vs. OTCHX commentary
Aug 28, 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 OTCHX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. OTCHX (15.1B). FSMAX pays higher dividends than OTCHX: FSMAX (0.46) vs OTCHX (0.00). FSMAX was incepted earlier than OTCHX: FSMAX (14 years) vs OTCHX (20 years). OTCHX (1.04) is less costly to investors than FSMAX (0.04). OTCHX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (9.00). FSMAX (0) and OTCHX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.07 vs. OTCHX (4.96). FSMAX return over 5 years is better than : 51.94 vs. OTCHX (25.20).
| FSMAX | OTCHX | FSMAX / OTCHX | |
| Total Expense Ratio | 0.04 | 1.03 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.04 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 8.473 | 7.785 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 15.1B | 262% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.07 | 4.96 | 324% |
| Returns for 3 years | 46.49 | 33.01 | 141% |
| Returns for 5 years | 51.94 | 25.20 | 206% |
| Returns for 10 years | 98.25 | 110.50 | 89% |
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