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FSMAX vs TCGRX
FSMAX vs TCGRX Comparison
Open Charts FSMAX vs TCGRX
Fidelity Extended Market Index
Price$94.47
Change+$0.80 (+0.85%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Growth R4
Price$30.23
Change+$0.07 (+0.23%)
VolumeN/A
Net Assets215.4M
FSMAX vs TCGRX Comparison Chart in %
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FSMAX vs. TCGRX commentary
Jul 17, 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 Hold and TCGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. TCGRX (215M). FSMAX pays higher dividends than TCGRX: FSMAX (0.47) 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 : 8.54 vs. TCGRX (0.37). FSMAX return over 5 years is better than : 56.52 vs. TCGRX (-34.19).
| 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 | 3.070 | -3.426 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 215M | 18,233% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 8.54 | 0.37 | 2,332% |
| Returns for 3 years | 51.26 | 40.93 | 125% |
| Returns for 5 years | 56.52 | -34.19 | -165% |
| Returns for 10 years | 76.23 | 2.38 | 3,208% |
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