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FSMDX vs FTZFX
FSMDX vs FTZFX Comparison
Open Charts FSMDX vs FTZFX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
FullerThaler Behvrll Uncnstd Eq R6
Price$47.93
Change+$3.76 (+8.51%)
VolumeN/A
Net Assets171.06M
FSMDX vs FTZFX Comparison Chart
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FSMDX vs. FTZFX commentary
Apr 11, 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 FSMDX is a Buy and FTZFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. FTZFX (171M). FSMDX pays higher dividends than FTZFX: FSMDX (1.20) vs FTZFX (0.19). FSMDX was incepted earlier than FTZFX: FSMDX (14 years) vs FTZFX (6 years). FTZFX (1.14) is less costly to investors than FSMDX (0.03). FTZFX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than FTZFX: FSMDX (0) vs FTZFX (1000000). FTZFX annual gain was more profitable for investors over the last year : -4.20 vs. FSMDX (-9.80). FTZFX return over 5 years is better than : 101.29 vs. FSMDX (61.73).
| FSMDX | FTZFX | FSMDX / FTZFX | |
| Total Expense Ratio | 0.03 | 0.91 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.14 | 2% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -15.013 | -13.528 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 171M | 21,988% |
| Annual Yield % from dividends | 1.20 | 0.19 | 629% |
| Returns for 1 year | -9.80 | -4.20 | 233% |
| Returns for 3 years | 0.43 | 24.22 | 2% |
| Returns for 5 years | 61.73 | 101.29 | 61% |
| Returns for 10 years | 71.81 | N/A | - |
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