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FSMAX vs STRLX
FSMAX vs STRLX Comparison
Open Charts FSMAX vs STRLX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Sterling Capital MdCp Relatv Val A
Price$53.38
Change+$3.83 (+7.73%)
VolumeN/A
Net Assets28.65M
FSMAX vs STRLX Comparison Chart
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FSMAX vs. STRLX commentary
Apr 11, 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 STRLX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. STRLX (28.6M). FSMAX pays higher dividends than STRLX: FSMAX (0.53) vs STRLX (0.42). FSMAX was incepted earlier than STRLX: FSMAX (14 years) vs STRLX (9 years). STRLX (1.14) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. STRLX (4.89). FSMAX has a lower initial minimum investment than STRLX: FSMAX (0) vs STRLX (1000). FSMAX annual gain was more profitable for investors over the last year : -11.84 vs. STRLX (-22.85). FSMAX return over 5 years is better than : 52.02 vs. STRLX (-2.45).
| FSMAX | STRLX | FSMAX / STRLX | |
| Total Expense Ratio | 0.04 | 1.14 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.14 | 3% |
| Fund Existence | 14 years | 9 years | - |
| Gain YTD | -20.489 | -13.616 | 150% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 28.6M | 127,622% |
| Annual Yield % from dividends | 0.53 | 0.42 | 127% |
| Returns for 1 year | -11.84 | -22.85 | 52% |
| Returns for 3 years | -1.87 | -31.32 | 6% |
| Returns for 5 years | 52.02 | -2.45 | -2,122% |
| Returns for 10 years | 35.24 | N/A | - |
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