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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$95.85
Change-$0.24 (-0.25%)
VolumeN/A
Net Assets40.78B
Thornburg Small/Mid Cap Growth R5
Price$38.40
Change-$0.07 (-0.18%)
VolumeN/A
Net Assets289.82M
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Jan 24, 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: 40.8B vs. THGRX (290M). 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 (25.82) and FSMAX (24.89) have marching annual gain over last year. FSMAX return over 5 years is better than : 52.43 vs. THGRX (-13.18).
| 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 | 5.469 | 6.489 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 290M | 14,069% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 24.89 | 25.82 | 96% |
| Returns for 3 years | 29.51 | 24.35 | 121% |
| Returns for 5 years | 52.43 | -13.18 | -398% |
| Returns for 10 years | 89.27 | 33.89 | 263% |
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