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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Thornburg Small/Mid Cap Growth R3
Price$31.98
Change+$0.17 (+0.53%)
VolumeN/A
Net Assets285.53M
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
Jan 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. THCRX (286M). FSMAX pays higher dividends than THCRX: FSMAX (1.10) vs THCRX (0.00). FSMAX was incepted earlier than THCRX: FSMAX (13 years) vs THCRX (22 years). THCRX is a more actively managed with annual turnover of: 57.56 vs. FSMAX (18.00). FSMAX (0) and THCRX (0) have matching initial minimum investment requirements. THCRX (26.90) and FSMAX (26.14) have marching annual gain over last year. FSMAX return over 5 years is better than : 48.39 vs. THCRX (-21.56).
| FSMAX | THCRX | FSMAX / THCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 3.994 | 5.059 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 286M | 14,266% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | 26.90 | 97% |
| Returns for 3 years | 21.40 | 14.34 | 149% |
| Returns for 5 years | 48.39 | -21.56 | -224% |
| Returns for 10 years | 90.18 | 21.09 | 428% |