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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Nuveen Quant Mid Cap Growth Retire
Price$20.84
Change-$0.06 (-0.29%)
VolumeN/A
Net Assets747.92M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Nov 20, 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: 41.5B vs. TRGMX (748M). FSMAX pays higher dividends than TRGMX: FSMAX (0.43) 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 (15.00). FSMAX (0) and TRGMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.46 vs. TRGMX (2.10). FSMAX return over 5 years is better than : 33.47 vs. TRGMX (-22.10).
| 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 | 6.349 | 2.501 | 254% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 748M | 5,548% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 4.46 | 2.10 | 212% |
| Returns for 3 years | 49.71 | 31.53 | 158% |
| Returns for 5 years | 33.47 | -22.10 | -151% |
| Returns for 10 years | 93.83 | -0.33 | -28,108% |
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