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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Growth R5
Price$37.63
Change+$0.32 (+0.86%)
VolumeN/A
CapitalizationN/A
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Nov 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 Buy and THGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. THGRX (287M). 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. FSMAX annual gain was more profitable for investors over the last year : 40.44 vs. THGRX (34.45). FSMAX return over 5 years is better than : 59.28 vs. THGRX (-8.22).
| 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 | 24.865 | 24.367 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 287M | 13,937% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 40.44 | 34.45 | 117% |
| Returns for 3 years | 10.11 | -6.93 | -146% |
| Returns for 5 years | 59.28 | -8.22 | -722% |
| Returns for 10 years | 88.82 | 27.99 | 317% |
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