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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$96.04
Change+$1.04 (+1.09%)
VolumeN/A
Net Assets40.78B
Nuveen Mid Cap Growth Retire
Price$21.86
Change+$0.16 (+0.74%)
VolumeN/A
Net Assets1.01B
FSMAX vs TRGMX Comparison Chart
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FSMAX vs. TRGMX commentary
Jan 31, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. TRGMX (1.02B). FSMAX pays higher dividends than TRGMX: FSMAX (1.10) vs TRGMX (0.00). FSMAX was incepted earlier than TRGMX: FSMAX (13 years) vs TRGMX (22 years). TRGMX is a more actively managed with annual turnover of: 38.00 vs. FSMAX (18.00). FSMAX (0) and TRGMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 25.28 vs. TRGMX (16.35). FSMAX return over 5 years is better than : 54.34 vs. TRGMX (4.83).
| FSMAX | TRGMX | FSMAX / TRGMX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 4.533 | 6.425 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.02B | 4,020% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 25.28 | 16.35 | 155% |
| Returns for 3 years | 24.87 | 7.32 | 340% |
| Returns for 5 years | 54.34 | 4.83 | 1,125% |
| Returns for 10 years | 89.07 | 5.91 | 1,508% |
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