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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$92.50
Change-$1.21 (-1.29%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Growth R3
Price$30.03
Change-$0.65 (-2.12%)
VolumeN/A
CapitalizationN/A
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
Nov 18, 2024
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 StrongSell and THCRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. THCRX (274M). FSMAX pays higher dividends than THCRX: FSMAX (1.10) vs THCRX (0.00). FSMAX was incepted earlier than THCRX: FSMAX (13 years) vs THCRX (21 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. FSMAX annual gain was more profitable for investors over the last year : 35.21 vs. THCRX (29.83). FSMAX return over 5 years is better than : 51.19 vs. THCRX (-18.51).
| FSMAX | THCRX | FSMAX / THCRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 18.499 | 17.996 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 274M | 14,599% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 35.21 | 29.83 | 118% |
| Returns for 3 years | -0.08 | -45.32 | 0% |
| Returns for 5 years | 51.19 | -18.51 | -277% |
| Returns for 10 years | 81.58 | 10.00 | 816% |
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