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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
Thornburg Small/Mid Cap Growth R5
Price$38.95
Change+$0.32 (+0.83%)
VolumeN/A
Net Assets224.39M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX 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 THGRX is a Buy.
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 : 3.33 vs. THGRX (2.14). FSMAX return over 5 years is better than : 33.03 vs. THGRX (-28.71).
| 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 | 11.125 | 7.127 | 156% |
| 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 | 3.33 | 2.14 | 155% |
| Returns for 3 years | 51.85 | 43.55 | 119% |
| Returns for 5 years | 33.03 | -28.71 | -115% |
| Returns for 10 years | 101.82 | 25.95 | 392% |
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