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FSMAX vs TVRRX
FSMAX vs TVRRX Comparison
Open Charts FSMAX vs TVRRX
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
Thornburg Small/Mid Cap Core R5
Price$83.78
Change+$0.64 (+0.77%)
VolumeN/A
Net Assets483.86M
FSMAX vs TVRRX Comparison Chart in %
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FSMAX vs. TVRRX commentary
Sep 29, 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 TVRRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. TVRRX (484M). FSMAX pays higher dividends than TVRRX: FSMAX (0.44) vs TVRRX (0.00). FSMAX was incepted earlier than TVRRX: FSMAX (14 years) vs TVRRX (21 years). TVRRX (1.87) is less costly to investors than FSMAX (0.04). TVRRX is a more actively managed with annual turnover of: 32.79 vs. FSMAX (15.00). FSMAX (0) and TVRRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 16.92 vs. TVRRX (3.22). FSMAX return over 5 years is better than : 63.96 vs. TVRRX (12.63).
| FSMAX | TVRRX | FSMAX / TVRRX | |
| Total Expense Ratio | 0.04 | 0.95 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 1.87 | 2% |
| Fund Existence | 14 years | 21 years | - |
| Gain YTD | 11.147 | 0.155 | 7,173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 484M | 8,471% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 16.92 | 3.22 | 526% |
| Returns for 3 years | 71.41 | 45.51 | 157% |
| Returns for 5 years | 63.96 | 12.63 | 506% |
| Returns for 10 years | 118.30 | 72.36 | 164% |
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