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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
Thornburg Small/Mid Cap Growth R5
Price$30.90
Change+$0.21 (+0.68%)
VolumeN/A
Net Assets205.97M
FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Apr 03, 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 Buy and THGRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. THGRX (206M). 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 : 2.49 vs. THGRX (-8.74). FSMAX return over 5 years is better than : 102.79 vs. THGRX (-12.37).
| 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 | -8.429 | -14.309 | 59% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 206M | 17,718% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 2.49 | -8.74 | -29% |
| Returns for 3 years | 7.51 | -4.81 | -156% |
| Returns for 5 years | 102.79 | -12.37 | -831% |
| Returns for 10 years | 55.37 | 3.24 | 1,709% |
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