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FSMAX vs TSMDX
FSMAX vs TSMDX Comparison
Open Charts FSMAX vs TSMDX
Fidelity Extended Market Index
Price$84.65
Change+$1.43 (+1.72%)
VolumeN/A
Net Assets36.55B
Trillium ESG Small/Mid Cap Institutional
Price$14.40
Change+$0.21 (+1.48%)
VolumeN/A
Net Assets32.07M
FSMAX vs TSMDX Comparison Chart
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FSMAX vs. TSMDX commentary
Apr 04, 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 TSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. TSMDX (32.1M). FSMAX pays higher dividends than TSMDX: FSMAX (0.53) vs TSMDX (0.15). FSMAX was incepted earlier than TSMDX: FSMAX (14 years) vs TSMDX (10 years). TSMDX (1.20) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 9.00 vs. TSMDX (6.29). FSMAX has a lower initial minimum investment than TSMDX: FSMAX (0) vs TSMDX (100000). FSMAX annual gain was more profitable for investors over the last year : 2.49 vs. TSMDX (-7.79). FSMAX return over 5 years is better than : 102.79 vs. TSMDX (72.40).
| FSMAX | TSMDX | FSMAX / TSMDX | |
| Total Expense Ratio | 0.04 | 0.97 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.20 | 3% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | -8.429 | -6.337 | 133% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 32.1M | 113,707% |
| Annual Yield % from dividends | 0.53 | 0.15 | 353% |
| Returns for 1 year | 2.49 | -7.79 | -32% |
| Returns for 3 years | 7.51 | -12.42 | -60% |
| Returns for 5 years | 102.79 | 72.40 | 142% |
| Returns for 10 years | 55.37 | N/A | - |
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