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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Thornburg Small/Mid Cap Growth R3
Price$29.37
Change-$1.09 (-3.58%)
VolumeN/A
Net Assets254.84M
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
Feb 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 Hold and THCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. THCRX (255M). 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. FSMAX annual gain was more profitable for investors over the last year : 19.04 vs. THCRX (8.10). FSMAX return over 5 years is better than : 45.91 vs. THCRX (-29.35).
| 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 | 3.510 | -3.515 | -100% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 255M | 16,431% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.04 | 8.10 | 235% |
| Returns for 3 years | 28.28 | 11.97 | 236% |
| Returns for 5 years | 45.91 | -29.35 | -156% |
| Returns for 10 years | 77.58 | 3.45 | 2,248% |
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