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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$102.71
Change-$0.26 (-0.25%)
VolumeN/A
Net Assets41.03B
Thornburg Small/Mid Cap Growth R5
Price$38.95
Change-$0.04 (-0.10%)
VolumeN/A
Net Assets223.54M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX commentary
Dec 27, 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 Hold and THGRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. THGRX (224M). FSMAX pays higher dividends than THGRX: FSMAX (0.43) vs THGRX (0.00). FSMAX was incepted earlier than THGRX: FSMAX (14 years) vs THGRX (20 years). THGRX (1.34) is less costly to investors than FSMAX (0.04). THGRX is a more actively managed with annual turnover of: 32.58 vs. FSMAX (15.00). FSMAX (0) and THGRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.05 vs. THGRX (6.12). FSMAX return over 5 years is better than : 26.24 vs. THGRX (-31.86).
| FSMAX | THGRX | FSMAX / THGRX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.34 | 3% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 13.303 | 8.125 | 164% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 224M | 18,304% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 11.05 | 6.12 | 181% |
| Returns for 3 years | 66.56 | 56.84 | 117% |
| Returns for 5 years | 26.24 | -31.86 | -82% |
| Returns for 10 years | 119.46 | 30.01 | 398% |
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