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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$90.60
Change+$1.13 (+1.26%)
VolumeN/A
Net Assets37.61B
Nuveen Quant Mid Cap Growth Retire
Price$21.19
Change+$0.27 (+1.29%)
VolumeN/A
Net Assets861.88M
FSMAX vs TRGMX Comparison Chart
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FSMAX vs. TRGMX commentary
Jun 07, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. TRGMX (862M). FSMAX pays higher dividends than TRGMX: FSMAX (0.50) 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 : 11.97 vs. TRGMX (9.36). FSMAX return over 5 years is better than : 51.39 vs. TRGMX (-3.68).
| 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 | -1.551 | 2.599 | -60% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 862M | 4,362% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.97 | 9.36 | 128% |
| Returns for 3 years | 30.47 | 20.99 | 145% |
| Returns for 5 years | 51.39 | -3.68 | -1,395% |
| Returns for 10 years | 69.53 | -4.30 | -1,617% |
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