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FSMAX vs OTCJX
FSMAX vs OTCJX Comparison
Open Charts FSMAX vs OTCJX
Fidelity Extended Market Index
Price$90.92
Change-$0.85 (-0.93%)
VolumeN/A
Net Assets37.61B
MFS Mid Cap Growth R4
Price$31.96
Change-$0.29 (-0.90%)
VolumeN/A
Net Assets15.46B
FSMAX vs OTCJX Comparison Chart in %
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FSMAX vs. OTCJX commentary
Jun 26, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. OTCJX (15.5B). FSMAX pays higher dividends than OTCJX: FSMAX (0.50) 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 : 15.50 vs. OTCJX (6.33). FSMAX return over 5 years is better than : 65.92 vs. OTCJX (42.83).
| 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 | 0.979 | 6.965 | 14% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 15.5B | 243% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 15.50 | 6.33 | 245% |
| Returns for 3 years | 44.88 | 37.76 | 119% |
| Returns for 5 years | 65.92 | 42.83 | 154% |
| Returns for 10 years | 71.32 | 111.06 | 64% |
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