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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
Goldman Sachs Small/Mid Cap Value R
Price$15.32
Change-$0.04 (-0.26%)
VolumeN/A
Net Assets140.86M
FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX 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 FSMDX is a Buy and GMVRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. GMVRX (141M). FSMDX pays higher dividends than GMVRX: FSMDX (1.21) vs GMVRX (0.63). FSMDX was incepted earlier than GMVRX: FSMDX (14 years) vs GMVRX (11 years). GMVRX (1.69) is less costly to investors than FSMDX (0.03). GMVRX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (8.00). FSMDX (0) and GMVRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 6.86 vs. GMVRX (-2.50). FSMDX return over 5 years is better than : 78.84 vs. GMVRX (55.30).
| FSMDX | GMVRX | FSMDX / GMVRX | |
| Total Expense Ratio | 0.03 | 1.43 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.69 | 1% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 0.118 | -5.882 | -2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 141M | 26,738% |
| Annual Yield % from dividends | 1.21 | 0.63 | 193% |
| Returns for 1 year | 6.86 | -2.50 | -274% |
| Returns for 3 years | 31.52 | 2.92 | 1,080% |
| Returns for 5 years | 78.84 | 55.30 | 143% |
| Returns for 10 years | 102.29 | 38.99 | 262% |
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