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FSMAX vs TVRFX
FSMAX vs TVRFX Comparison
Open Charts FSMAX vs TVRFX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Thornburg Small/Mid Cap Core R3
Price$74.39
Change-$1.43 (-1.89%)
VolumeN/A
Net Assets468.14M
FSMAX vs TVRFX Comparison Chart
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FSMAX vs. TVRFX commentary
Jun 16, 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: 37.6B vs. TVRFX (468M). FSMAX pays higher dividends than TVRFX: FSMAX (0.50) 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 (9.00). FSMAX (0) and TVRFX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. TVRFX (5.71). FSMAX return over 5 years is better than : 60.48 vs. TVRFX (9.66).
| 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 | -2.080 | -6.038 | 34% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 468M | 8,034% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | 5.71 | 201% |
| Returns for 3 years | 47.57 | 27.52 | 173% |
| Returns for 5 years | 60.48 | 9.66 | 626% |
| Returns for 10 years | 66.64 | 39.58 | 168% |
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