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FSMAX vs THCGX
FSMAX vs THCGX Comparison
Open Charts FSMAX vs THCGX
Fidelity Extended Market Index
Price$95.67
Change+$0.68 (+0.72%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Growth A
Price$29.95
Change-$0.03 (-0.10%)
VolumeN/A
Net Assets214.98M
FSMAX vs THCGX Comparison Chart in %
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FSMAX vs. THCGX commentary
Jul 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. THCGX (215M). FSMAX pays higher dividends than THCGX: FSMAX (0.47) 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 : 13.94 vs. THCGX (3.88). FSMAX return over 5 years is better than : 56.10 vs. THCGX (-35.89).
| 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 | 4.522 | -3.570 | -127% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| 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 | 13.94 | 3.88 | 359% |
| Returns for 3 years | 47.61 | 32.83 | 145% |
| Returns for 5 years | 56.10 | -35.89 | -156% |
| Returns for 10 years | 83.35 | 5.41 | 1,539% |
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