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BRMAX vs FSMDX
BRMAX vs FSMDX Comparison
Open Charts BRMAX vs FSMDX
iShares Russell Mid-Cap Index Inv A
Price$15.68
Change+$0.09 (+0.58%)
VolumeN/A
Net Assets2.17B
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
BRMAX vs FSMDX Comparison Chart in %
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BRMAX vs. FSMDX commentary
Jul 06, 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 BRMAX is a Buy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. BRMAX (2.17B). FSMDX pays higher dividends than BRMAX: FSMDX (1.31) vs BRMAX (1.16). BRMAX was incepted earlier than FSMDX: BRMAX (10 years) vs FSMDX (14 years). BRMAX (0.36) is less costly to investors than FSMDX (0.03). BRMAX is a more actively managed with annual turnover of: 26.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than BRMAX: FSMDX (0) vs BRMAX (1000). FSMDX annual gain was more profitable for investors over the last year : 16.46 vs. BRMAX (12.06). FSMDX return over 5 years is better than : 78.71 vs. BRMAX (62.85).
| BRMAX | FSMDX | BRMAX / FSMDX | |
| Total Expense Ratio | 0.36 | 0.03 | 1,440% |
| Annual Report Gross Expense Ratio | 0.36 | 0.03 | 1,440% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | 6.561 | 6.803 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.17B | 42.4B | 5% |
| Annual Yield % from dividends | 1.16 | 1.31 | 88% |
| Returns for 1 year | 12.06 | 16.46 | 73% |
| Returns for 3 years | 37.23 | 48.44 | 77% |
| Returns for 5 years | 62.85 | 78.71 | 80% |
| Returns for 10 years | N/A | 123.56 | - |
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