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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Growth R5
Price$34.72
Change-$0.18 (-0.52%)
VolumeN/A
CapitalizationN/A
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FSMAX vs THGRX Comparison Chart
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FSMAX vs. THGRX commentary
Sep 21, 2024
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: 41.9B vs. THGRX (276M). 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 : 28.78 vs. THGRX (25.21). FSMAX return over 5 years is better than : 45.86 vs. THGRX (-19.91).
| 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 | 11.184 | 15.733 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 276M | 15,181% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 28.78 | 25.21 | 114% |
| Returns for 3 years | 1.47 | -40.56 | -4% |
| Returns for 5 years | 45.86 | -19.91 | -230% |
| Returns for 10 years | 76.52 | 24.13 | 317% |
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