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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$93.24
Change-$1.96 (-2.06%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth R3
Price$29.16
Change-$0.73 (-2.44%)
VolumeN/A
Net Assets217.57M
FSMAX vs THCRX Comparison Chart in %
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FSMAX vs. THCRX commentary
Aug 02, 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: 39.6B vs. THCRX (218M). 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 : 14.63 vs. THCRX (6.56). FSMAX return over 5 years is better than : 57.06 vs. THCRX (-35.78).
| 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 | 4.754 | -1.807 | -263% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 218M | 18,165% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 14.63 | 6.56 | 223% |
| Returns for 3 years | 42.27 | 29.00 | 146% |
| Returns for 5 years | 57.06 | -35.78 | -159% |
| Returns for 10 years | 82.27 | 4.18 | 1,967% |
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