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FSMAX vs TVRRX
FSMAX vs TVRRX Comparison
Open Charts FSMAX vs TVRRX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Thornburg Small/Mid Cap Core R5
Price$83.86
Change+$0.90 (+1.08%)
VolumeN/A
Net Assets495.72M
FSMAX vs TVRRX Comparison Chart in %
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FSMAX vs. TVRRX commentary
Jul 08, 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 TVRRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. TVRRX (496M). FSMAX pays higher dividends than TVRRX: FSMAX (0.47) vs TVRRX (0.00). FSMAX was incepted earlier than TVRRX: FSMAX (14 years) vs TVRRX (20 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 (9.00). FSMAX (0) and TVRRX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. TVRRX (13.19). FSMAX return over 5 years is better than : 64.88 vs. TVRRX (19.82).
| 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 | 20 years | - |
| Gain YTD | 4.632 | 0.251 | 1,845% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 496M | 7,903% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 13.19 | 141% |
| Returns for 3 years | 54.62 | 35.07 | 156% |
| Returns for 5 years | 64.88 | 19.82 | 327% |
| Returns for 10 years | 81.19 | 56.76 | 143% |
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