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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$81.49
Change+$2.00 (+2.52%)
VolumeN/A
Net Assets36.55B
Thornburg Small/Mid Cap Growth R5
Price$30.54
Change+$0.83 (+2.79%)
VolumeN/A
Net Assets195.02M
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Apr 25, 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: 36.5B vs. THGRX (195M). FSMAX pays higher dividends than THGRX: FSMAX (0.53) 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: 57.56 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 : 0.98 vs. THGRX (-5.62). FSMAX return over 5 years is better than : 66.04 vs. THGRX (-24.59).
| 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 | -12.533 | -15.308 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 195M | 18,718% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 0.98 | -5.62 | -17% |
| Returns for 3 years | 10.93 | 3.63 | 301% |
| Returns for 5 years | 66.04 | -24.59 | -269% |
| Returns for 10 years | 49.78 | -0.07 | -76,074% |
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