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FSMAX vs TCGRX
FSMAX vs TCGRX Comparison
Open Charts FSMAX vs TCGRX
Fidelity Extended Market Index
Price$84.44
Change+$1.83 (+2.22%)
VolumeN/A
Net Assets36.02B
Thornburg Small/Mid Cap Growth R4
Price$27.11
Change+$0.54 (+2.03%)
VolumeN/A
Net Assets204.67M
FSMAX vs TCGRX Comparison Chart
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FSMAX vs. TCGRX commentary
May 05, 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 TCGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. TCGRX (205M). FSMAX pays higher dividends than TCGRX: FSMAX (0.54) 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: 32.58 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 : 6.58 vs. TCGRX (-3.25). FSMAX return over 5 years is better than : 72.84 vs. TCGRX (-28.01).
| 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 | -7.086 | -13.192 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 205M | 17,561% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 6.58 | -3.25 | -203% |
| Returns for 3 years | 21.72 | 9.71 | 224% |
| Returns for 5 years | 72.84 | -28.01 | -260% |
| Returns for 10 years | 62.90 | -4.78 | -1,317% |
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