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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Thornburg Small/Mid Cap Growth R3
Price$26.66
Change+$0.39 (+1.48%)
VolumeN/A
Net Assets197.56M
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
May 09, 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: 36B vs. THCRX (198M). FSMAX pays higher dividends than THCRX: FSMAX (0.54) 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 : 3.90 vs. THCRX (-3.96). FSMAX return over 5 years is better than : 60.52 vs. THCRX (-33.17).
| 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 | -7.989 | -12.418 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 198M | 18,182% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 3.90 | -3.96 | -98% |
| Returns for 3 years | 32.38 | 25.99 | 125% |
| Returns for 5 years | 60.52 | -33.17 | -182% |
| Returns for 10 years | 59.20 | -6.26 | -946% |
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