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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Nuveen Quant Mid Cap Growth Retire
Price$22.00
Change-$0.18 (-0.81%)
VolumeN/A
Net Assets795.04M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. TRGMX (795M). FSMAX pays higher dividends than TRGMX: FSMAX (0.44) 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 : 19.58 vs. TRGMX (14.63). FSMAX return over 5 years is better than : 53.17 vs. TRGMX (-12.23).
| 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 | 13.072 | 8.779 | 149% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 795M | 5,208% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 19.58 | 14.63 | 134% |
| Returns for 3 years | 70.02 | 45.63 | 153% |
| Returns for 5 years | 53.17 | -12.23 | -435% |
| Returns for 10 years | 107.23 | 7.25 | 1,478% |
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