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FSMAX vs TCGRX
FSMAX vs TCGRX Comparison
Open Charts FSMAX vs TCGRX
Fidelity Extended Market Index
Price$94.67
Change-$0.21 (-0.22%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth R4
Price$30.02
Change+$0.15 (+0.50%)
VolumeN/A
Net Assets211.2M
FSMAX vs TCGRX Comparison Chart in %
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FSMAX vs. TCGRX commentary
Aug 09, 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: 39.6B vs. TCGRX (211M). FSMAX pays higher dividends than TCGRX: FSMAX (0.46) vs TCGRX (0.00). FSMAX was incepted earlier than TCGRX: FSMAX (14 years) vs TCGRX (19 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 : 18.48 vs. TCGRX (5.85). FSMAX return over 5 years is better than : 51.23 vs. TCGRX (-37.09).
| 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 | 19 years | - |
| Gain YTD | 4.401 | -3.874 | -114% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 211M | 18,768% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.48 | 5.85 | 316% |
| Returns for 3 years | 39.75 | 23.79 | 167% |
| Returns for 5 years | 51.23 | -37.09 | -138% |
| Returns for 10 years | 83.14 | 5.89 | 1,411% |