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FSMAX vs OTCHX
FSMAX vs OTCHX Comparison
Open Charts FSMAX vs OTCHX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
MFS Mid Cap Growth R3
Price$30.48
Change-$0.22 (-0.72%)
VolumeN/A
Net Assets15.27B
FSMAX vs OTCHX Comparison Chart in %
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FSMAX vs. OTCHX commentary
Oct 08, 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: 41.4B vs. OTCHX (15.3B). FSMAX pays higher dividends than OTCHX: FSMAX (0.44) vs OTCHX (0.00). FSMAX was incepted earlier than OTCHX: FSMAX (14 years) vs OTCHX (21 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 : 19.58 vs. OTCHX (3.16). FSMAX return over 5 years is better than : 53.17 vs. OTCHX (21.30).
| 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 | 21 years | - |
| Gain YTD | 13.072 | 8.634 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 15.3B | 271% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.58 | 3.16 | 620% |
| Returns for 3 years | 70.02 | 47.67 | 147% |
| Returns for 5 years | 53.17 | 21.30 | 250% |
| Returns for 10 years | 107.23 | 115.59 | 93% |
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