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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$82.75
Change+$0.19 (+0.23%)
VolumeN/A
Net Assets39.44B
Nuveen Quant Mid Cap Growth Retire
Price$18.07
Change+$0.02 (+0.11%)
VolumeN/A
Net Assets826.5M
FSMAX vs TRGMX Comparison Chart
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FSMAX vs. TRGMX commentary
Mar 12, 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 TRGMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.4B vs. TRGMX (826M). FSMAX pays higher dividends than TRGMX: FSMAX (0.49) vs TRGMX (0.00). FSMAX was incepted earlier than TRGMX: FSMAX (14 years) vs TRGMX (22 years). TRGMX (0.75) is less costly to investors than FSMAX (0.04). TRGMX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (9.00). FSMAX (0) and TRGMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 2.31 vs. TRGMX (-5.76). FSMAX return over 5 years is better than : 88.15 vs. TRGMX (6.39).
| FSMAX | TRGMX | FSMAX / TRGMX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.75 | 5% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -9.155 | -7.749 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.4B | 826M | 4,770% |
| Annual Yield % from dividends | 0.49 | 0.00 | - |
| Returns for 1 year | 2.31 | -5.76 | -40% |
| Returns for 3 years | 15.50 | 3.81 | 407% |
| Returns for 5 years | 88.15 | 6.39 | 1,379% |
| Returns for 10 years | 57.14 | -13.00 | -440% |
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