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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$93.17
Change+$0.34 (+0.37%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Growth R3
Price$29.24
Change-$0.32 (-1.08%)
VolumeN/A
Net Assets218.02M
FSMAX vs THCRX Comparison Chart in %
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FSMAX vs. THCRX commentary
Jul 03, 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 StrongBuy and THCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. THCRX (218M). FSMAX pays higher dividends than THCRX: FSMAX (0.47) 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 : 16.38 vs. THCRX (6.10). FSMAX return over 5 years is better than : 60.96 vs. THCRX (-33.94).
| 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 | 2.146 | -2.891 | -74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 218M | 17,982% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 16.38 | 6.10 | 268% |
| Returns for 3 years | 50.95 | 41.37 | 123% |
| Returns for 5 years | 60.96 | -33.94 | -180% |
| Returns for 10 years | 76.51 | 3.57 | 2,141% |
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