Interact to see
Advertisement
Advertisement
FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Core R4
Price$80.56
Change+$0.62 (+0.78%)
VolumeN/A
Net Assets480.12M
FSMAX vs TVIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. TVIRX commentary
Sep 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 Hold and TVIRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. TVIRX (480M). FSMAX pays higher dividends than TVIRX: FSMAX (0.44) vs TVIRX (0.00). FSMAX was incepted earlier than TVIRX: FSMAX (14 years) vs TVIRX (19 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 (15.00). FSMAX (0) and TVIRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 15.87 vs. TVIRX (2.95). FSMAX return over 5 years is better than : 62.49 vs. TVIRX (10.22).
| FSMAX | TVIRX | FSMAX / TVIRX | |
| Total Expense Ratio | 0.04 | 1.21 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 2.16 | 2% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | 10.145 | -0.037 | -27,255% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 480M | 8,542% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 15.87 | 2.95 | 538% |
| Returns for 3 years | 69.87 | 44.39 | 157% |
| Returns for 5 years | 62.49 | 10.22 | 611% |
| Returns for 10 years | 116.34 | 68.46 | 170% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers