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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$85.11
Change-$0.05 (-0.06%)
VolumeN/A
Net Assets36.02B
Nuveen Quant Mid Cap Growth Retire
Price$19.85
Change+$0.03 (+0.15%)
VolumeN/A
Net Assets840.36M
FSMAX vs TRGMX Comparison Chart
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FSMAX vs. TRGMX commentary
May 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 StrongBuy and TRGMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. TRGMX (840M). FSMAX pays higher dividends than TRGMX: FSMAX (0.54) vs TRGMX (0.00). FSMAX was incepted earlier than TRGMX: FSMAX (14 years) vs TRGMX (23 years). TRGMX (0.75) is less costly to investors than FSMAX (0.04). TRGMX is a more actively managed with annual turnover of: 47.00 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 : 4.85 vs. TRGMX (2.58). FSMAX return over 5 years is better than : 63.38 vs. TRGMX (1.74).
| 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 | 23 years | - |
| Gain YTD | -6.349 | -2.648 | 240% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 840M | 4,286% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 4.85 | 2.58 | 188% |
| Returns for 3 years | 34.86 | 22.68 | 154% |
| Returns for 5 years | 63.38 | 1.74 | 3,637% |
| Returns for 10 years | 62.32 | -8.94 | -697% |
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