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FSMAX vs TVIRX
FSMAX vs TVIRX Comparison
Open Charts FSMAX vs TVIRX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Core R4
Price$79.47
Change-$0.52 (-0.65%)
VolumeN/A
Net Assets482.58M
FSMAX vs TVIRX Comparison Chart in %
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FSMAX vs. TVIRX commentary
Aug 17, 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: 39.6B vs. TVIRX (483M). FSMAX pays higher dividends than TVIRX: FSMAX (0.46) 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 (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 : 16.65 vs. TVIRX (5.80). FSMAX return over 5 years is better than : 52.87 vs. TVIRX (5.38).
| 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 | 6.140 | -1.390 | -442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 483M | 8,199% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.65 | 5.80 | 287% |
| Returns for 3 years | 34.54 | 19.54 | 177% |
| Returns for 5 years | 52.87 | 5.38 | 982% |
| Returns for 10 years | 84.94 | 48.89 | 174% |
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