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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Goldman Sachs Small/Mid Cap Value R
Price$16.01
Change-$0.39 (-2.38%)
VolumeN/A
Net Assets143.92M
FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX commentary
Feb 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: 38.6B vs. GMVRX (144M). 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 : 12.97 vs. GMVRX (5.14). FSMDX return over 5 years is better than : 51.19 vs. GMVRX (22.78).
| 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 | 1.717 | -1.900 | -90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 144M | 26,806% |
| Annual Yield % from dividends | 1.28 | 0.33 | 391% |
| Returns for 1 year | 12.97 | 5.14 | 252% |
| Returns for 3 years | 24.51 | -0.55 | -4,437% |
| Returns for 5 years | 51.19 | 22.78 | 225% |
| Returns for 10 years | 107.43 | 46.04 | 233% |
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