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FSMAX vs OTCKX
FSMAX vs OTCKX Comparison
Open Charts FSMAX vs OTCKX
Fidelity Extended Market Index
Price$86.92
Change-$2.39 (-2.68%)
VolumeN/A
Net Assets36.02B
MFS Mid Cap Growth R6
Price$31.94
Change-$0.72 (-2.20%)
VolumeN/A
Net Assets15.16B
FSMAX vs OTCKX Comparison Chart
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FSMAX vs. OTCKX commentary
May 22, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. OTCKX (15.2B). FSMAX pays higher dividends than OTCKX: FSMAX (0.54) vs OTCKX (0.00). FSMAX was incepted earlier than OTCKX: FSMAX (14 years) vs OTCKX (12 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 : 8.66 vs. OTCKX (1.59). FSMAX return over 5 years is better than : 67.82 vs. OTCKX (43.50).
| 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 | 12 years | - |
| Gain YTD | -1.728 | 3.947 | -44% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 15.2B | 237% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 8.66 | 1.59 | 546% |
| Returns for 3 years | 40.07 | 35.74 | 112% |
| Returns for 5 years | 67.82 | 43.50 | 156% |
| Returns for 10 years | 67.47 | 110.71 | 61% |
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