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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$99.07
Change-$0.68 (-0.68%)
VolumeN/A
Net Assets39.63B
Nuveen Quant Mid Cap Growth Retire
Price$22.21
Change-$0.22 (-0.98%)
VolumeN/A
Net Assets848.65M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Sep 01, 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: 39.6B vs. TRGMX (849M). 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 : 16.83 vs. TRGMX (14.31). FSMAX return over 5 years is better than : 52.70 vs. TRGMX (-7.50).
| 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 | 9.012 | 8.926 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 849M | 4,664% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 16.83 | 14.31 | 118% |
| Returns for 3 years | 50.43 | 34.85 | 145% |
| Returns for 5 years | 52.70 | -7.50 | -703% |
| Returns for 10 years | 105.87 | 10.33 | 1,025% |
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