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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$98.67
Change+$2.95 (+3.08%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth R3
Price$30.31
Change+$0.75 (+2.54%)
VolumeN/A
Net Assets218.54M
FSMAX vs THCRX Comparison Chart in %
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FSMAX vs. THCRX commentary
Aug 24, 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 THCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. THCRX (219M). FSMAX pays higher dividends than THCRX: FSMAX (0.46) vs THCRX (0.00). FSMAX was incepted earlier than THCRX: FSMAX (14 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than FSMAX (0.04). THCRX is a more actively managed with annual turnover of: 32.58 vs. FSMAX (9.00). FSMAX (0) and THCRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.43 vs. THCRX (4.48). FSMAX return over 5 years is better than : 56.09 vs. THCRX (-36.88).
| FSMAX | THCRX | FSMAX / THCRX | |
| Total Expense Ratio | 0.04 | 1.46 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.88 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 8.572 | -0.427 | -2,007% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 219M | 18,082% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 18.43 | 4.48 | 411% |
| Returns for 3 years | 45.64 | 29.25 | 156% |
| Returns for 5 years | 56.09 | -36.88 | -152% |
| Returns for 10 years | 109.78 | 17.71 | 620% |
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