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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth R5
Price$36.75
Change+$0.64 (+1.77%)
VolumeN/A
Net Assets215.76M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX commentary
Aug 29, 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: 39.6B vs. THGRX (216M). FSMAX pays higher dividends than THGRX: FSMAX (0.46) 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 (9.00). FSMAX (0) and THGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 17.59 vs. THGRX (6.61). FSMAX return over 5 years is better than : 52.77 vs. THGRX (-33.00).
| 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 | 9.067 | 1.913 | 474% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 216M | 18,333% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 17.59 | 6.61 | 266% |
| Returns for 3 years | 48.67 | 36.46 | 133% |
| Returns for 5 years | 52.77 | -33.00 | -160% |
| Returns for 10 years | 100.52 | 28.59 | 352% |
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