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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$77.78
Change+$0.62 (+0.80%)
VolumeN/A
Net Assets36.55B
Nuveen Quant Mid Cap Growth Retire
Price$17.57
Change+$0.08 (+0.46%)
VolumeN/A
Net Assets763.68M
FSMAX vs TRGMX Comparison Chart
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FSMAX vs. TRGMX commentary
Apr 19, 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 TRGMX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. TRGMX (764M). FSMAX pays higher dividends than TRGMX: FSMAX (0.53) 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: 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 : 0.35 vs. TRGMX (-8.04). FSMAX return over 5 years is better than : 60.85 vs. TRGMX (-4.95).
| 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 | -15.097 | -14.223 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 764M | 4,777% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 0.35 | -8.04 | -4% |
| Returns for 3 years | 5.53 | -9.94 | -56% |
| Returns for 5 years | 60.85 | -4.95 | -1,230% |
| Returns for 10 years | 44.71 | -21.32 | -210% |
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