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FSMAX vs OTCJX
FSMAX vs OTCJX Comparison
Open Charts FSMAX vs OTCJX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
MFS Mid Cap Growth R4
Price$30.08
Change-$0.14 (-0.46%)
VolumeN/A
Net Assets14.85B
FSMAX vs OTCJX Comparison Chart
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FSMAX vs. OTCJX commentary
May 11, 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 OTCJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. OTCJX (14.8B). FSMAX pays higher dividends than OTCJX: FSMAX (0.54) vs OTCJX (0.00). FSMAX was incepted earlier than OTCJX: FSMAX (14 years) vs OTCJX (20 years). OTCJX (0.79) is less costly to investors than FSMAX (0.04). OTCJX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (9.00). FSMAX (0) and OTCJX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.91 vs. OTCJX (-0.82). FSMAX return over 5 years is better than : 63.48 vs. OTCJX (41.15).
| FSMAX | OTCJX | FSMAX / OTCJX | |
| Total Expense Ratio | 0.04 | 0.78 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.79 | 4% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -6.294 | 0.232 | -2,711% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 14.8B | 243% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 4.91 | -0.82 | -598% |
| Returns for 3 years | 34.94 | 31.39 | 111% |
| Returns for 5 years | 63.48 | 41.15 | 154% |
| Returns for 10 years | 62.41 | 102.82 | 61% |
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