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FSMAX vs THGRX
FSMAX vs THGRX Comparison
Open Charts FSMAX vs THGRX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Thornburg Small/Mid Cap Growth R5
Price$36.67
Change-$0.67 (-1.79%)
VolumeN/A
Net Assets206.5M
FSMAX vs THGRX Comparison Chart in %
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FSMAX vs. THGRX 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 THGRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. THGRX (206M). FSMAX pays higher dividends than THGRX: FSMAX (0.56) vs THGRX (0.00). FSMAX was incepted earlier than THGRX: FSMAX (14 years) vs THGRX (20 years). THGRX (1.58) 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 : 10.51 vs. THGRX (-0.92). FSMAX return over 5 years is better than : 19.23 vs. THGRX (-39.23).
| FSMAX | THGRX | FSMAX / THGRX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.58 | 2% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | 3.050 | -2.989 | -102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 206M | 19,709% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -0.92 | -1,144% |
| Returns for 3 years | 48.06 | 33.39 | 144% |
| Returns for 5 years | 19.23 | -39.23 | -49% |
| Returns for 10 years | 157.02 | 51.47 | 305% |
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