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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$100.10
Change-$0.92 (-0.91%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Growth R5
Price$36.28
Change-$0.37 (-1.01%)
VolumeN/A
Net Assets218.57M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX commentary
Sep 26, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. THGRX (219M). FSMAX pays higher dividends than THGRX: FSMAX (0.44) 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 : 17.75 vs. THGRX (5.56). FSMAX return over 5 years is better than : 63.98 vs. THGRX (-28.93).
| 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 | 11.158 | 1.636 | 682% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 219M | 18,721% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 17.75 | 5.56 | 319% |
| Returns for 3 years | 72.28 | 53.73 | 135% |
| Returns for 5 years | 63.98 | -28.93 | -221% |
| Returns for 10 years | 117.37 | 35.04 | 335% |
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