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FSMAX vs TVAFX
FSMAX vs TVAFX Comparison
Open Charts FSMAX vs TVAFX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Thornburg Small/Mid Cap Core A
Price$74.75
Change-$1.44 (-1.89%)
VolumeN/A
Net Assets468.14M
FSMAX vs TVAFX Comparison Chart
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FSMAX vs. TVAFX commentary
Jun 15, 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 Buy and TVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. TVAFX (468M). FSMAX pays higher dividends than TVAFX: FSMAX (0.50) vs TVAFX (0.00). FSMAX was incepted earlier than TVAFX: FSMAX (14 years) vs TVAFX (30 years). TVAFX (1.38) is less costly to investors than FSMAX (0.04). TVAFX is a more actively managed with annual turnover of: 32.79 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than TVAFX: FSMAX (0) vs TVAFX (5000). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. TVAFX (5.64). FSMAX return over 5 years is better than : 60.48 vs. TVAFX (9.67).
| FSMAX | TVAFX | FSMAX / TVAFX | |
| Total Expense Ratio | 0.04 | 1.38 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.38 | 3% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | -2.080 | -6.081 | 34% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 468M | 8,034% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 5.64 | 204% |
| Returns for 3 years | 47.57 | 27.27 | 174% |
| Returns for 5 years | 60.48 | 9.67 | 625% |
| Returns for 10 years | 66.64 | 39.00 | 171% |
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