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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
Thornburg Small/Mid Cap Growth R5
Price$32.75
Change+$0.05 (+0.15%)
VolumeN/A
Net Assets206.24M
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
May 23, 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 StrongBuy and THGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. THGRX (206M). FSMAX pays higher dividends than THGRX: FSMAX (0.54) 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 : 6.44 vs. THGRX (-3.08). FSMAX return over 5 years is better than : 63.33 vs. THGRX (-27.22).
| 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 | -4.357 | -9.179 | 47% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 206M | 17,476% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 6.44 | -3.08 | -209% |
| Returns for 3 years | 35.01 | 27.63 | 127% |
| Returns for 5 years | 63.33 | -27.22 | -233% |
| Returns for 10 years | 62.99 | 7.48 | 842% |
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