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FSMAX vs TVRRX
FSMAX vs TVRRX Comparison
Open Charts FSMAX vs TVRRX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Thornburg Small/Mid Cap Core R5
Price$82.62
Change-$0.55 (-0.66%)
VolumeN/A
Net Assets482.58M
FSMAX vs TVRRX Comparison Chart in %
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FSMAX vs. TVRRX commentary
Aug 18, 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 StrongBuy and TVRRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. TVRRX (483M). FSMAX pays higher dividends than TVRRX: FSMAX (0.46) 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 (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 : 16.65 vs. TVRRX (6.07). FSMAX return over 5 years is better than : 52.87 vs. TVRRX (7.68).
| 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 | 6.140 | -1.231 | -499% |
| 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 | 6.07 | 274% |
| Returns for 3 years | 34.54 | 20.46 | 169% |
| Returns for 5 years | 52.87 | 7.68 | 688% |
| Returns for 10 years | 84.94 | 52.32 | 162% |
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