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FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
Fidelity Extended Market Index
Price$89.81
Change-$0.04 (-0.04%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R4
Price$80.85
Change+$0.24 (+0.30%)
VolumeN/A
CapitalizationN/A
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FSMAX vs TVIRX Comparison Chart
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FSMAX vs. TVIRX commentary
Oct 18, 2024
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 TVIRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.8B vs. TVIRX (574M). FSMAX pays higher dividends than TVIRX: FSMAX (1.10) vs TVIRX (0.00). FSMAX was incepted earlier than TVIRX: FSMAX (13 years) vs TVIRX (18 years). TVIRX is a more actively managed with annual turnover of: 46.19 vs. FSMAX (18.00). FSMAX (0) and TVIRX (0) have matching initial minimum investment requirements. FSMAX (32.48) and TVIRX (31.24) have marching annual gain over last year. FSMAX return over 5 years is better than : 53.38 vs. TVIRX (12.55).
| FSMAX | TVIRX | FSMAX / TVIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 15.104 | 19.635 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.8B | 574M | 7,282% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 32.48 | 31.24 | 104% |
| Returns for 3 years | 1.89 | -20.15 | -9% |
| Returns for 5 years | 53.38 | 12.55 | 426% |
| Returns for 10 years | 90.95 | 78.21 | 116% |
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