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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Thornburg Small/Mid Cap Growth R3
Price$24.72
Change-$1.90 (-7.14%)
VolumeN/A
Net Assets210.42M
FSMAX vs THCRX Comparison Chart
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FSMAX vs. THCRX commentary
Apr 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. THCRX (210M). FSMAX pays higher dividends than THCRX: FSMAX (0.53) 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: 57.56 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 : 3.80 vs. THCRX (-6.63). FSMAX return over 5 years is better than : 106.28 vs. THCRX (-15.89).
| 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 | -6.855 | -12.549 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 210M | 17,381% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -6.63 | -57% |
| Returns for 3 years | 8.54 | -5.33 | -160% |
| Returns for 5 years | 106.28 | -15.89 | -669% |
| Returns for 10 years | 57.10 | -6.40 | -892% |
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