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BRMIX vs FSMDX
BRMIX vs FSMDX Comparison
Open Charts BRMIX vs FSMDX
iShares Russell Mid-Cap Index Instl
Price$14.77
Change-$0.55 (-3.59%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
BRMIX vs FSMDX Comparison Chart
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BRMIX vs. FSMDX commentary
Dec 19, 2024
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 BRMIX is a Hold and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. BRMIX (2.11B). BRMIX (1.33) and FSMDX (1.28) have matching dividends . BRMIX was incepted earlier than FSMDX: BRMIX (10 years) vs FSMDX (13 years). BRMIX is a more actively managed with annual turnover of: 20.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than BRMIX: FSMDX (0) vs BRMIX (2000000). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. BRMIX (15.19). FSMDX return over 5 years is better than : 57.26 vs. BRMIX (47.36).
| BRMIX | FSMDX | BRMIX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 10 years | 13 years | - |
| Gain YTD | 13.761 | 19.211 | 72% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.11B | 39.6B | 5% |
| Annual Yield % from dividends | 1.33 | 1.28 | 104% |
| Returns for 1 year | 15.19 | 20.70 | 73% |
| Returns for 3 years | 10.50 | 19.14 | 55% |
| Returns for 5 years | 47.36 | 57.26 | 83% |
| Returns for 10 years | N/A | 122.53 | - |
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