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FSMAX vs OTCHX
FSMAX vs OTCHX Comparison
Open Charts FSMAX vs OTCHX
Fidelity Extended Market Index
Price$74.62
Change-$4.12 (-5.23%)
VolumeN/A
Net Assets36.55B
MFS Mid Cap Growth R3
Price$24.16
Change-$1.57 (-6.10%)
VolumeN/A
Net Assets12.63B
FSMAX vs OTCHX Comparison Chart
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FSMAX vs. OTCHX commentary
Apr 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. OTCHX (12.6B). FSMAX pays higher dividends than OTCHX: FSMAX (0.53) 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 : -7.52 vs. OTCHX (-15.64). FSMAX return over 5 years is better than : 81.84 vs. OTCHX (44.67).
| 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 | -17.892 | -14.508 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 12.6B | 290% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -7.52 | -15.64 | 48% |
| Returns for 3 years | -1.92 | -6.43 | 30% |
| Returns for 5 years | 81.84 | 44.67 | 183% |
| Returns for 10 years | 39.20 | 66.05 | 59% |
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