FSMAX
Price
$96.51
Change
+$0.65 (+0.68%)
Updated
Jul 25 closing price
Net Assets
39.17B
TVIRX
Price
$81.77
Change
+$0.75 (+0.93%)
Updated
Jul 25 closing price
Net Assets
499.46M
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FSMAX vs TVIRX

Header iconFSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRXBanner chart's image
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Core R4
Price$81.77
Change+$0.75 (+0.93%)
VolumeN/A
Net Assets499.46M
FSMAX vs TVIRX Comparison Chart in %
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FSMAX vs. TVIRX commentary
Jul 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 StrongBuy and TVIRX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. TVIRX (499M). FSMAX pays higher dividends than TVIRX: FSMAX (0.47) vs TVIRX (0.00). FSMAX was incepted earlier than TVIRX: FSMAX (14 years) vs TVIRX (18 years). TVIRX (2.16) is less costly to investors than FSMAX (0.04). TVIRX is a more actively managed with annual turnover of: 32.79 vs. FSMAX (9.00). FSMAX (0) and TVIRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.33 vs. TVIRX (10.81). FSMAX return over 5 years is better than : 61.91 vs. TVIRX (14.49).
FSMAXTVIRXFSMAX / TVIRX
Total Expense Ratio0.041.213%
Annual Report Gross Expense Ratio0.042.162%
Fund Existence14 years18 years-
Gain YTD6.1951.464423%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets39.2B499M7,856%
Annual Yield % from dividends0.470.00-
Returns for 1 year15.3310.81142%
Returns for 3 years51.7333.24156%
Returns for 5 years61.9114.49427%
Returns for 10 years86.1254.25159%
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