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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
Nuveen Quant Mid Cap Growth Retire
Price$22.02
Change+$0.11 (+0.50%)
VolumeN/A
Net Assets860.24M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Aug 08, 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: 39.6B vs. TRGMX (860M). FSMAX pays higher dividends than TRGMX: FSMAX (0.46) 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. TRGMX (22.54) and FSMAX (21.74) have marching annual gain over last year. FSMAX return over 5 years is better than : 51.34 vs. TRGMX (-6.13).
| 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 | 4.478 | 7.455 | 60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 860M | 4,605% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 21.74 | 22.54 | 96% |
| Returns for 3 years | 37.63 | 25.49 | 148% |
| Returns for 5 years | 51.34 | -6.13 | -838% |
| Returns for 10 years | 81.66 | 0.55 | 14,828% |