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FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Core R4
Price$81.92
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets494.59M
FSMAX vs TVIRX Comparison Chart in %
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FSMAX vs. TVIRX commentary
Sep 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 Hold and TVIRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. TVIRX (495M). 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 : 20.86 vs. TVIRX (10.52). FSMAX return over 5 years is better than : 58.29 vs. TVIRX (7.30).
| 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 | 9.474 | 1.650 | 574% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 495M | 8,283% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 20.86 | 10.52 | 198% |
| Returns for 3 years | 56.06 | 35.82 | 156% |
| Returns for 5 years | 58.29 | 7.30 | 798% |
| Returns for 10 years | 100.64 | 62.04 | 162% |
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