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FSMAX vs THCRX
FSMAX vs THCRX Comparison
Open Charts FSMAX vs THCRX
Fidelity Extended Market Index
Price$103.15
Change-$0.39 (-0.38%)
VolumeN/A
Net Assets40.63B
Thornburg Small/Mid Cap Growth R3
Price$30.45
Change-$0.34 (-1.10%)
VolumeN/A
Net Assets203.76M
FSMAX vs THCRX Comparison Chart in %
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FSMAX vs. THCRX 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 THCRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. THCRX (204M). FSMAX pays higher dividends than THCRX: FSMAX (0.56) vs THCRX (0.00). FSMAX was incepted earlier than THCRX: FSMAX (14 years) vs THCRX (23 years). THCRX (1.99) 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 : 9.37 vs. THCRX (-3.36). FSMAX return over 5 years is better than : 17.47 vs. THCRX (-44.95).
| FSMAX | THCRX | FSMAX / THCRX | |
| Total Expense Ratio | 0.04 | 1.45 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.99 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 2.851 | -4.094 | -70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 204M | 19,902% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 9.37 | -3.36 | -278% |
| Returns for 3 years | 47.78 | 29.96 | 159% |
| Returns for 5 years | 17.47 | -44.95 | -39% |
| Returns for 10 years | 156.53 | 33.79 | 463% |
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