Ad is loading...
FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Thornburg Small/Mid Cap Growth R5
Price$34.82
Change-$1.28 (-3.55%)
VolumeN/A
Net Assets254.84M
FSMAX vs THGRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. THGRX commentary
Feb 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 Hold and THGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. THGRX (255M). 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 : 15.39 vs. THGRX (8.64). FSMAX return over 5 years is better than : 41.45 vs. THGRX (-23.42).
| 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 | 0.341 | -3.439 | -10% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 255M | 16,431% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 15.39 | 8.64 | 178% |
| Returns for 3 years | 24.35 | 13.75 | 177% |
| Returns for 5 years | 41.45 | -23.42 | -177% |
| Returns for 10 years | 72.15 | 15.87 | 455% |
View a ticker or compare two or three
VS
VS
Ad is loading...