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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Growth R5
Price$36.58
Change+$0.48 (+1.33%)
VolumeN/A
CapitalizationN/A
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Dec 23, 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. THGRX (279M). FSMAX pays higher dividends than THGRX: FSMAX (1.10) vs THGRX (0.00). FSMAX was incepted earlier than THGRX: FSMAX (13 years) vs THGRX (19 years). THGRX is a more actively managed with annual turnover of: 57.56 vs. FSMAX (18.00). FSMAX (0) and THGRX (0) have matching initial minimum investment requirements. THGRX annual gain was more profitable for investors over the last year : 23.92 vs. FSMAX (19.04). FSMAX return over 5 years is better than : 48.61 vs. THGRX (-13.15).
| FSMAX | THGRX | FSMAX / THGRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 18.403 | 21.933 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 279M | 15,950% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.04 | 23.92 | 80% |
| Returns for 3 years | 10.32 | -0.65 | -1,584% |
| Returns for 5 years | 48.61 | -13.15 | -370% |
| Returns for 10 years | 81.00 | 26.36 | 307% |
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