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FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
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.
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).
| 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 | 6.195 | 1.464 | 423% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 499M | 7,856% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.33 | 10.81 | 142% |
| Returns for 3 years | 51.73 | 33.24 | 156% |
| Returns for 5 years | 61.91 | 14.49 | 427% |
| Returns for 10 years | 86.12 | 54.25 | 159% |
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