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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Thornburg Small/Mid Cap Growth R5
Price$33.17
Change-$0.77 (-2.27%)
VolumeN/A
Net Assets207.48M
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Jun 16, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. THGRX (207M). FSMAX pays higher dividends than THGRX: FSMAX (0.50) 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 : 11.48 vs. THGRX (0.18). FSMAX return over 5 years is better than : 60.48 vs. THGRX (-28.14).
| 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 | -2.080 | -8.014 | 26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 207M | 18,164% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 0.18 | 6,337% |
| Returns for 3 years | 47.57 | 40.25 | 118% |
| Returns for 5 years | 60.48 | -28.14 | -215% |
| Returns for 10 years | 66.64 | 8.47 | 787% |
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