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BRMAX vs FSMDX
BRMAX vs FSMDX Comparison
Open Charts BRMAX vs FSMDX
iShares Russell Mid-Cap Index Inv A
Price$14.89
Change-$0.20 (-1.33%)
VolumeN/A
Net Assets2.07B
BRMAX vs FSMDX Comparison Chart
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BRMAX vs. FSMDX commentary
Jun 15, 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: 40.4B vs. BRMAX (2.07B). BRMAX (1.20) and FSMDX (1.14) have matching dividends . 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 : 10.03 vs. BRMAX (5.89). FSMDX return over 5 years is better than : 73.33 vs. BRMAX (58.06).
| 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 | 1.192 | 1.421 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.07B | 40.4B | 5% |
| Annual Yield % from dividends | 1.20 | 1.14 | 105% |
| Returns for 1 year | 5.89 | 10.03 | 59% |
| Returns for 3 years | 31.98 | 42.08 | 76% |
| Returns for 5 years | 58.06 | 73.33 | 79% |
| Returns for 10 years | N/A | 108.65 | - |
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