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FSMAX vs OTCKX
FSMAX vs OTCKX Comparison
Open Charts FSMAX vs OTCKX
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
MFS Mid Cap Growth R6
Price$30.18
Change+$0.45 (+1.51%)
VolumeN/A
Net Assets13.92B
FSMAX vs OTCKX Comparison Chart
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FSMAX vs. OTCKX commentary
Apr 04, 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 OTCKX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. OTCKX (13.9B). FSMAX pays higher dividends than OTCKX: FSMAX (0.53) 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 : 2.49 vs. OTCKX (-6.51). FSMAX return over 5 years is better than : 102.79 vs. OTCKX (64.71).
| 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 | -8.429 | -5.379 | 157% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 13.9B | 263% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 2.49 | -6.51 | -38% |
| Returns for 3 years | 7.51 | 4.87 | 154% |
| Returns for 5 years | 102.79 | 64.71 | 159% |
| Returns for 10 years | 55.37 | 95.21 | 58% |
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