Ad is loading...
BRMIX vs FSMDX
BRMIX vs FSMDX Comparison
Open Charts BRMIX vs FSMDX
iShares Russell Mid-Cap Index Instl
Price$13.75
Change-$0.80 (-5.50%)
VolumeN/A
Net Assets2.01B
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
BRMIX vs FSMDX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
BRMIX vs. FSMDX commentary
Apr 04, 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 BRMIX is a Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. BRMIX (2.01B). BRMIX pays higher dividends than FSMDX: BRMIX (1.46) vs FSMDX (1.20). BRMIX was incepted earlier than FSMDX: BRMIX (10 years) vs FSMDX (14 years). BRMIX (0.09) is less costly to investors than FSMDX (0.03). BRMIX is a more actively managed with annual turnover of: 26.00 vs. FSMDX (8.00). 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 : 4.57 vs. BRMIX (0.95). FSMDX return over 5 years is better than : 118.86 vs. BRMIX (102.34).
| BRMIX | FSMDX | BRMIX / FSMDX | |
| Total Expense Ratio | 0.09 | 0.03 | 360% |
| Annual Report Gross Expense Ratio | 0.09 | 0.03 | 360% |
| Fund Existence | 10 years | 14 years | - |
| Gain YTD | -1.822 | -1.836 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 2000000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.01B | 37.6B | 5% |
| Annual Yield % from dividends | 1.46 | 1.20 | 122% |
| Returns for 1 year | 0.95 | 4.57 | 21% |
| Returns for 3 years | 6.34 | 13.46 | 47% |
| Returns for 5 years | 102.34 | 118.86 | 86% |
| Returns for 10 years | N/A | 99.53 | - |