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FSMAX vs THCGX
FSMAX vs THCGX Comparison
Open Charts FSMAX vs THCGX
Fidelity Extended Market Index
Price$77.16
Change-$0.91 (-1.17%)
VolumeN/A
Net Assets36.55B
Thornburg Small/Mid Cap Growth A
Price$25.13
Change-$0.35 (-1.37%)
VolumeN/A
Net Assets194.9M
FSMAX vs THCGX Comparison Chart
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FSMAX vs. THCGX commentary
Apr 18, 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 Buy and THCGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. THCGX (195M). FSMAX pays higher dividends than THCGX: FSMAX (0.53) vs THCGX (0.00). FSMAX was incepted earlier than THCGX: FSMAX (14 years) vs THCGX (24 years). THCGX (1.42) is less costly to investors than FSMAX (0.04). THCGX is a more actively managed with annual turnover of: 57.56 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 : 0.63 vs. THCGX (-8.87). FSMAX return over 5 years is better than : 62.75 vs. THCGX (-32.23).
| 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 | 24 years | - |
| Gain YTD | -14.096 | -18.044 | 78% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 195M | 18,718% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 0.63 | -8.87 | -7% |
| Returns for 3 years | 5.72 | -4.75 | -121% |
| Returns for 5 years | 62.75 | -32.23 | -195% |
| Returns for 10 years | 47.59 | -10.72 | -444% |
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