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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Thornburg Small/Mid Cap Growth R5
Price$36.85
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets213.32M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX commentary
Nov 20, 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. THGRX (213M). FSMAX pays higher dividends than THGRX: FSMAX (0.43) vs THGRX (0.00). FSMAX was incepted earlier than THGRX: FSMAX (14 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than FSMAX (0.04). THGRX is a more actively managed with annual turnover of: 32.58 vs. FSMAX (15.00). FSMAX (0) and THGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.62 vs. THGRX (1.52). FSMAX return over 5 years is better than : 33.53 vs. THGRX (-29.28).
| FSMAX | THGRX | FSMAX / THGRX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.34 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 6.492 | 2.191 | 296% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 213M | 19,484% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 3.62 | 1.52 | 239% |
| Returns for 3 years | 49.92 | 44.45 | 112% |
| Returns for 5 years | 33.53 | -29.28 | -114% |
| Returns for 10 years | 94.09 | 21.22 | 443% |
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