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FSMAX vs TCGRX
FSMAX vs TCGRX Comparison
Open Charts FSMAX vs TCGRX
Fidelity Extended Market Index
Price$79.56
Change+$7.30 (+10.10%)
VolumeN/A
Net Assets36.55B
Thornburg Small/Mid Cap Growth R4
Price$26.13
Change+$2.76 (+11.81%)
VolumeN/A
Net Assets179.66M
FSMAX vs TCGRX Comparison Chart
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FSMAX vs. TCGRX commentary
Apr 10, 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 TCGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. TCGRX (180M). FSMAX pays higher dividends than TCGRX: FSMAX (0.53) vs TCGRX (0.00). FSMAX was incepted earlier than TCGRX: FSMAX (14 years) vs TCGRX (18 years). TCGRX (3.49) is less costly to investors than FSMAX (0.04). TCGRX is a more actively managed with annual turnover of: 57.56 vs. FSMAX (9.00). FSMAX (0) and TCGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : -11.84 vs. TCGRX (-20.83). FSMAX return over 5 years is better than : 52.02 vs. TCGRX (-34.43).
| FSMAX | TCGRX | FSMAX / TCGRX | |
| Total Expense Ratio | 0.04 | 1.36 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 3.49 | 1% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -20.489 | -25.168 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 180M | 20,278% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -11.84 | -20.83 | 57% |
| Returns for 3 years | -1.87 | -13.35 | 14% |
| Returns for 5 years | 52.02 | -34.43 | -151% |
| Returns for 10 years | 35.24 | -19.86 | -177% |
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