Interact to see
Advertisement
Advertisement
FSMAX vs TVRFX
FSMAX vs TVRFX Comparison
Open Charts FSMAX vs TVRFX
Fidelity Extended Market Index
Price$100.48
Change+$0.46 (+0.46%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Core R3
Price$80.58
Change+$0.16 (+0.20%)
VolumeN/A
Net Assets495.14M
FSMAX vs TVRFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. TVRFX commentary
Sep 09, 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 TVRFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. TVRFX (495M). FSMAX pays higher dividends than TVRFX: FSMAX (0.44) vs TVRFX (0.00). FSMAX was incepted earlier than TVRFX: FSMAX (14 years) vs TVRFX (22 years). TVRFX (1.88) is less costly to investors than FSMAX (0.04). TVRFX is a more actively managed with annual turnover of: 32.79 vs. FSMAX (15.00). FSMAX (0) and TVRFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 23.59 vs. TVRFX (12.84). FSMAX return over 5 years is better than : 61.51 vs. TVRFX (7.69).
| FSMAX | TVRFX | FSMAX / TVRFX | |
| Total Expense Ratio | 0.04 | 1.31 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.88 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 10.057 | 1.781 | 565% |
| 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 | 23.59 | 12.84 | 184% |
| Returns for 3 years | 48.36 | 28.93 | 167% |
| Returns for 5 years | 61.51 | 7.69 | 799% |
| Returns for 10 years | 102.49 | 60.79 | 169% |
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 % |
| CERY | 28.10 | 0.15 | +0.54% |
| SPDR Blmbrg Enh Roll Y Cmd Stgy NoK-1ETF | |||
| AVGE | 82.12 | 0.28 | +0.34% |
| Avantis All Equity Markets ETF | |||
| INRO | 30.68 | 0.09 | +0.30% |
| iShares U.S. Industry Rotation Act ETF | |||
| PRF | 44.42 | -0.05 | -0.11% |
| Invesco RAFI US 1000 ETF | |||
| BWG | 8.73 | -0.01 | -0.11% |
| BrandywineGLOBAL Global Income Opportunities Fund | |||