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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$95.57
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets39.17B
Nuveen Quant Mid Cap Growth Retire
Price$21.64
Change+$0.21 (+0.98%)
VolumeN/A
Net Assets845.15M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Jul 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. TRGMX (845M). FSMAX pays higher dividends than TRGMX: FSMAX (0.47) 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 : 12.57 vs. TRGMX (10.35). FSMAX return over 5 years is better than : 59.70 vs. TRGMX (-4.37).
| 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 | 5.161 | 5.101 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 845M | 4,639% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 12.57 | 10.35 | 121% |
| Returns for 3 years | 54.50 | 40.07 | 136% |
| Returns for 5 years | 59.70 | -4.37 | -1,365% |
| Returns for 10 years | 80.30 | -3.86 | -2,081% |
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