Interact to see
Advertisement
Advertisement
FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$100.57
Change-$0.96 (-0.95%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Growth R3
Price$30.88
Change-$0.40 (-1.28%)
VolumeN/A
Net Assets219.74M
FSMAX vs THCRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. THCRX commentary
Sep 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. THCRX (220M). FSMAX pays higher dividends than THCRX: FSMAX (0.44) 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 : 22.62 vs. THCRX (9.72). FSMAX return over 5 years is better than : 66.45 vs. THCRX (-33.08).
| 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 | 11.719 | 2.760 | 425% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 220M | 18,636% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 22.62 | 9.72 | 233% |
| Returns for 3 years | 55.01 | 37.98 | 145% |
| Returns for 5 years | 66.45 | -33.08 | -201% |
| Returns for 10 years | 104.14 | 14.41 | 723% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers