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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$91.53
Change-$4.22 (-4.41%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Growth R3
Price$30.46
Change-$1.32 (-4.15%)
VolumeN/A
CapitalizationN/A
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
Dec 19, 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 Hold and THCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. THCRX (288M). 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. THCRX annual gain was more profitable for investors over the last year : 27.48 vs. FSMAX (24.85). FSMAX return over 5 years is better than : 54.67 vs. THCRX (-17.30).
| 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 | 22.662 | 24.872 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 288M | 15,451% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.85 | 27.48 | 90% |
| Returns for 3 years | 15.90 | 2.98 | 533% |
| Returns for 5 years | 54.67 | -17.30 | -316% |
| Returns for 10 years | 88.57 | 16.28 | 544% |
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