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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
Thornburg Small/Mid Cap Growth R3
Price$33.03
Change+$0.30 (+0.92%)
VolumeN/A
Net Assets228.1M
FSMAX vs THCRX Comparison Chart in %
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FSMAX vs. THCRX commentary
Dec 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 StrongBuy and THCRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. THCRX (228M). FSMAX pays higher dividends than THCRX: FSMAX (0.43) vs THCRX (0.00). FSMAX was incepted earlier than THCRX: FSMAX (14 years) vs THCRX (22 years). THCRX (1.88) is less costly to investors than FSMAX (0.04). THCRX is a more actively managed with annual turnover of: 32.58 vs. FSMAX (15.00). FSMAX (0) and THCRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 3.33 vs. THCRX (1.63). FSMAX return over 5 years is better than : 33.03 vs. THCRX (-33.82).
| FSMAX | THCRX | FSMAX / THCRX | |
| Total Expense Ratio | 0.04 | 1.46 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.88 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 11.125 | 6.636 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 228M | 17,982% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 3.33 | 1.63 | 204% |
| Returns for 3 years | 51.85 | 41.38 | 125% |
| Returns for 5 years | 33.03 | -33.82 | -98% |
| Returns for 10 years | 101.82 | 12.44 | 819% |
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