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FSMAX vs OTCJX
FSMAX vs OTCJX Comparison
Open Charts FSMAX vs OTCJX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
MFS Mid Cap Growth R4
Price$27.45
Change+$0.06 (+0.22%)
VolumeN/A
Net Assets13.57B
FSMAX vs OTCJX Comparison Chart
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FSMAX vs. OTCJX commentary
Apr 19, 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 Buy and OTCJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. OTCJX (13.6B). FSMAX pays higher dividends than OTCJX: FSMAX (0.53) 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 : 1.16 vs. OTCJX (-6.51). FSMAX return over 5 years is better than : 62.14 vs. OTCJX (35.09).
| 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 | -14.415 | -8.955 | 161% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 13.6B | 268% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 1.16 | -6.51 | -18% |
| Returns for 3 years | 6.38 | 4.73 | 135% |
| Returns for 5 years | 62.14 | 35.09 | 177% |
| Returns for 10 years | 45.88 | 82.39 | 56% |
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