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FSMAX vs TRGMX
FSMAX vs TRGMX Comparison
Open Charts FSMAX vs TRGMX
Fidelity Extended Market Index
Price$102.38
Change+$1.40 (+1.39%)
VolumeN/A
Net Assets41.03B
Nuveen Quant Mid Cap Growth Retire
Price$21.53
Change+$0.08 (+0.37%)
VolumeN/A
Net Assets738.14M
FSMAX vs TRGMX Comparison Chart in %
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FSMAX vs. TRGMX commentary
Dec 05, 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 TRGMX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. TRGMX (738M). FSMAX pays higher dividends than TRGMX: FSMAX (0.43) vs TRGMX (0.00). FSMAX was incepted earlier than TRGMX: FSMAX (14 years) vs TRGMX (23 years). TRGMX (0.75) is less costly to investors than FSMAX (0.04). TRGMX is a more actively managed with annual turnover of: 47.00 vs. FSMAX (15.00). FSMAX (0) and TRGMX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 4.91 vs. TRGMX (-0.74). FSMAX return over 5 years is better than : 32.55 vs. TRGMX (-24.19).
| FSMAX | TRGMX | FSMAX / TRGMX | |
| Total Expense Ratio | 0.04 | 0.75 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.75 | 5% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 12.654 | 5.591 | 226% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 738M | 5,556% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 4.91 | -0.74 | -666% |
| Returns for 3 years | 53.94 | 28.77 | 187% |
| Returns for 5 years | 32.55 | -24.19 | -135% |
| Returns for 10 years | 104.60 | 1.75 | 5,982% |
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