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BRMAX vs FSMDX
BRMAX vs FSMDX Comparison
Open Charts BRMAX vs FSMDX
iShares Russell Mid-Cap Index Inv A
Price$14.69
Change-$0.02 (-0.14%)
VolumeN/A
Net Assets2.04B
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
BRMAX vs FSMDX Comparison Chart
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BRMAX vs. FSMDX commentary
May 23, 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: 37.7B vs. BRMAX (2.04B). BRMAX (1.26) and FSMDX (1.21) have matching dividends . BRMAX was incepted earlier than FSMDX: BRMAX (9 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 : 6.86 vs. BRMAX (2.88). FSMDX return over 5 years is better than : 78.84 vs. BRMAX (63.18).
| 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 | 9 years | 14 years | - |
| Gain YTD | -0.031 | 0.118 | -26% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.04B | 37.7B | 5% |
| Annual Yield % from dividends | 1.26 | 1.21 | 105% |
| Returns for 1 year | 2.88 | 6.86 | 42% |
| Returns for 3 years | 22.27 | 31.52 | 71% |
| Returns for 5 years | 63.18 | 78.84 | 80% |
| Returns for 10 years | N/A | 102.29 | - |
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