Interact to see
Advertisement
Advertisement
FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Core R4
Price$80.68
Change+$0.86 (+1.08%)
VolumeN/A
Net Assets495.72M
FSMAX vs TVIRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. TVIRX commentary
Jul 07, 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 TVIRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. TVIRX (496M). 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 : 18.61 vs. TVIRX (12.89). FSMAX return over 5 years is better than : 64.88 vs. TVIRX (17.24).
| 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 | 18 years | - |
| Gain YTD | 4.632 | 0.112 | 4,148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 496M | 7,903% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 12.89 | 144% |
| Returns for 3 years | 54.62 | 34.01 | 161% |
| Returns for 5 years | 64.88 | 17.24 | 376% |
| Returns for 10 years | 81.19 | 53.19 | 153% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SCHB | 24.14 | 0.19 | +0.79% |
| Schwab US Broad Market ETF™ | |||
| NFTY | 60.14 | 0.20 | +0.33% |
| First Trust India NIFTY 50 Equal Wtd ETF | |||
| PSH | 50.59 | 0.14 | +0.29% |
| PGIM Short Duration High Yield ETF | |||
| MDEV | 20.40 | N/A | N/A |
| First Trust Indxx Global Mdcl Dvcs ETF | |||
| MEGI | 14.29 | -0.02 | -0.14% |
| NYLI CBRE Global Infrastructure Megatrends Term Fund | |||