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FSMAX vs TSMDX
FSMAX vs TSMDX Comparison
Open Charts FSMAX vs TSMDX
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
Trillium ESG Small/Mid Cap Institutional
Price$14.80
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets32.92M
FSMAX vs TSMDX Comparison Chart
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FSMAX vs. TSMDX commentary
May 23, 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 TSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. TSMDX (32.9M). FSMAX pays higher dividends than TSMDX: FSMAX (0.54) 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 : 6.44 vs. TSMDX (-5.13). FSMAX return over 5 years is better than : 63.33 vs. TSMDX (43.35).
| 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 | -4.357 | -2.508 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 32.9M | 109,422% |
| Annual Yield % from dividends | 0.54 | 0.15 | 351% |
| Returns for 1 year | 6.44 | -5.13 | -125% |
| Returns for 3 years | 35.01 | 4.48 | 782% |
| Returns for 5 years | 63.33 | 43.35 | 146% |
| Returns for 10 years | 62.99 | N/A | - |
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