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FSMAX vs OTCKX
FSMAX vs OTCKX Comparison
Open Charts FSMAX vs OTCKX
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
MFS Mid Cap Growth R6
Price$29.75
Change+$0.64 (+2.20%)
VolumeN/A
Net Assets13.79B
FSMAX vs OTCKX Comparison Chart
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FSMAX vs. OTCKX commentary
Apr 25, 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: 36.5B vs. OTCKX (13.8B). 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 : -1.02 vs. OTCKX (-5.36). FSMAX return over 5 years is better than : 63.03 vs. OTCKX (40.56).
| 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 | -14.118 | -7.352 | 192% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 13.8B | 264% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -1.02 | -5.36 | 19% |
| Returns for 3 years | 10.08 | 9.03 | 112% |
| Returns for 5 years | 63.03 | 40.56 | 155% |
| Returns for 10 years | 45.70 | 89.52 | 51% |
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