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FSMAX vs TCGRX
FSMAX vs TCGRX Comparison
Open Charts FSMAX vs TCGRX
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
Thornburg Small/Mid Cap Growth R4
Price$32.56
Change+$0.52 (+1.62%)
VolumeN/A
Net Assets277.95M
FSMAX vs TCGRX Comparison Chart
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FSMAX vs. TCGRX commentary
Jan 31, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. TCGRX (278M). FSMAX pays higher dividends than TCGRX: FSMAX (1.10) vs TCGRX (0.00). FSMAX was incepted earlier than TCGRX: FSMAX (13 years) vs TCGRX (18 years). TCGRX is a more actively managed with annual turnover of: 57.56 vs. FSMAX (18.00). FSMAX (0) and TCGRX (0) have matching initial minimum investment requirements. FSMAX (25.28) and TCGRX (24.27) have marching annual gain over last year. FSMAX return over 5 years is better than : 54.34 vs. TCGRX (-19.43).
| FSMAX | TCGRX | FSMAX / TCGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 4.533 | 4.259 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 278M | 14,676% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 25.28 | 24.27 | 104% |
| Returns for 3 years | 24.87 | 15.63 | 159% |
| Returns for 5 years | 54.34 | -19.43 | -280% |
| Returns for 10 years | 89.07 | 19.93 | 447% |
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