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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$95.03
Change+$1.79 (+1.92%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Growth R5
Price$35.15
Change+$0.50 (+1.44%)
VolumeN/A
Net Assets212.25M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX commentary
Aug 05, 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 (212M). 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 : 16.04 vs. THGRX (7.31). FSMAX return over 5 years is better than : 48.80 vs. THGRX (-33.34).
| 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 | 2.597 | -3.910 | -66% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 212M | 18,679% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.04 | 7.31 | 219% |
| Returns for 3 years | 36.22 | 23.40 | 155% |
| Returns for 5 years | 48.80 | -33.34 | -146% |
| Returns for 10 years | 80.74 | 16.31 | 495% |
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