Interact to see
Advertisement
Advertisement
FSMAX vs OTCHX
FSMAX vs OTCHX Comparison
Open Charts FSMAX vs OTCHX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
MFS Mid Cap Growth R3
Price$29.31
Change-$0.37 (-1.25%)
VolumeN/A
Net Assets15.05B
FSMAX vs OTCHX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. OTCHX commentary
Jun 15, 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 OTCHX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. OTCHX (15B). FSMAX pays higher dividends than OTCHX: FSMAX (0.50) 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 : 11.48 vs. OTCHX (3.63). FSMAX return over 5 years is better than : 60.48 vs. OTCHX (39.41).
| 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 | -2.080 | 5.025 | -41% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 15B | 251% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 3.63 | 316% |
| Returns for 3 years | 47.57 | 42.01 | 113% |
| Returns for 5 years | 60.48 | 39.41 | 153% |
| Returns for 10 years | 66.64 | 101.22 | 66% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PFLD | 19.70 | 0.02 | +0.10% |
| AAM Low Duration Pref & Inc Secs ETF | |||
| SCMB | 25.02 | -0.05 | -0.20% |
| Schwab Municipal Bond ETF | |||
| IBHJ | 26.21 | -0.07 | -0.27% |
| iShares iBonds 2030 Term Hi Yld & IncETF | |||
| EVNT | 11.26 | -0.08 | -0.66% |
| AltShares Event-Driven ETF | |||
| DBAW | 36.59 | -0.41 | -1.10% |
| Xtrackers MSCI All World exUS Hdg Eq ETF | |||