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FSMAX vs OTCKX
FSMAX vs OTCKX Comparison
Open Charts FSMAX vs OTCKX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
MFS Mid Cap Growth R6
Price$34.09
Change+$0.37 (+1.10%)
VolumeN/A
Net Assets15.58B
FSMAX vs OTCKX Comparison Chart in %
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FSMAX vs. OTCKX commentary
Jul 05, 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 OTCKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. OTCKX (15.6B). FSMAX pays higher dividends than OTCKX: FSMAX (0.47) vs OTCKX (0.00). FSMAX was incepted earlier than OTCKX: FSMAX (14 years) vs OTCKX (13 years). OTCKX (0.67) is less costly to investors than FSMAX (0.04). OTCKX is a more actively managed with annual turnover of: 35.00 vs. FSMAX (9.00). FSMAX (0) and OTCKX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. OTCKX (7.85). FSMAX return over 5 years is better than : 64.88 vs. OTCKX (41.16).
| FSMAX | OTCKX | FSMAX / OTCKX | |
| Total Expense Ratio | 0.04 | 0.66 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.67 | 5% |
| Fund Existence | 14 years | 13 years | - |
| Gain YTD | 4.632 | 8.498 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 15.6B | 251% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 7.85 | 237% |
| Returns for 3 years | 54.62 | 44.45 | 123% |
| Returns for 5 years | 64.88 | 41.16 | 158% |
| Returns for 10 years | 81.19 | 121.65 | 67% |
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