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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
Goldman Sachs Small/Mid Cap Value R
Price$17.11
Change-$0.11 (-0.64%)
VolumeN/A
Net Assets156.43M
FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX commentary
Jan 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 Hold and GMVRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. GMVRX (156M). FSMDX pays higher dividends than GMVRX: FSMDX (1.28) vs GMVRX (0.33). FSMDX was incepted earlier than GMVRX: FSMDX (13 years) vs GMVRX (11 years). GMVRX is a more actively managed with annual turnover of: 56.00 vs. FSMDX (9.00). FSMDX (0) and GMVRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 20.38 vs. GMVRX (16.83). FSMDX return over 5 years is better than : 57.29 vs. GMVRX (33.48).
| FSMDX | GMVRX | FSMDX / GMVRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 11 years | - |
| Gain YTD | 4.649 | 5.515 | 84% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 156M | 23,718% |
| Annual Yield % from dividends | 1.28 | 0.33 | 391% |
| Returns for 1 year | 20.38 | 16.83 | 121% |
| Returns for 3 years | 27.13 | 7.42 | 365% |
| Returns for 5 years | 57.29 | 33.48 | 171% |
| Returns for 10 years | 122.45 | 62.58 | 196% |