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FSMAX vs NEEGX
FSMAX vs NEEGX Comparison
Open Charts FSMAX vs NEEGX
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
Needham Growth Retail
Price$70.05
Change-$1.13 (-1.59%)
VolumeN/A
Net Assets179.42M
FSMAX vs NEEGX Comparison Chart in %
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FSMAX vs. NEEGX commentary
Feb 05, 2026
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 NEEGX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. NEEGX (179M). FSMAX pays higher dividends than NEEGX: FSMAX (0.56) vs NEEGX (0.00). FSMAX was incepted earlier than NEEGX: FSMAX (14 years) vs NEEGX (30 years). NEEGX (1.75) is less costly to investors than FSMAX (0.04). FSMAX is a more actively managed with annual turnover of: 15.00 vs. NEEGX (14.00). FSMAX has a lower initial minimum investment than NEEGX: FSMAX (0) vs NEEGX (2000). NEEGX annual gain was more profitable for investors over the last year : 16.40 vs. FSMAX (10.51). FSMAX return over 5 years is better than : 19.23 vs. NEEGX (15.14).
| FSMAX | NEEGX | FSMAX / NEEGX | |
| Total Expense Ratio | 0.04 | 1.71 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.75 | 2% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | 3.050 | 15.383 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 179M | 22,682% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | 16.40 | 64% |
| Returns for 3 years | 48.06 | 45.35 | 106% |
| Returns for 5 years | 19.23 | 15.14 | 127% |
| Returns for 10 years | 157.02 | 94.43 | 166% |
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