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FSMAX vs THCGX
FSMAX vs THCGX Comparison
Open Charts FSMAX vs THCGX
Fidelity Extended Market Index
Price$94.39
Change-$0.28 (-0.30%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth A
Price$29.57
Change-$0.30 (-1.00%)
VolumeN/A
Net Assets212.03M
FSMAX vs THCGX Comparison Chart in %
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FSMAX vs. THCGX commentary
Aug 12, 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 THCGX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. THCGX (212M). FSMAX pays higher dividends than THCGX: FSMAX (0.46) vs THCGX (0.00). FSMAX was incepted earlier than THCGX: FSMAX (14 years) vs THCGX (25 years). THCGX (1.42) is less costly to investors than FSMAX (0.04). THCGX is a more actively managed with annual turnover of: 32.58 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than THCGX: FSMAX (0) vs THCGX (5000). FSMAX annual gain was more profitable for investors over the last year : 18.08 vs. THCGX (5.40). FSMAX return over 5 years is better than : 50.24 vs. THCGX (-36.94).
| FSMAX | THCGX | FSMAX / THCGX | |
| Total Expense Ratio | 0.04 | 1.42 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.42 | 2% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 4.170 | -3.924 | -106% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 212M | 18,679% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.08 | 5.40 | 335% |
| Returns for 3 years | 32.43 | 19.34 | 168% |
| Returns for 5 years | 50.24 | -36.94 | -136% |
| Returns for 10 years | 82.21 | 5.29 | 1,555% |