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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
Goldman Sachs Small/Mid Cap Value R
Price$17.77
Change+$0.25 (+1.43%)
VolumeN/A
CapitalizationN/A
FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX commentary
Nov 23, 2024
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: 36.3B vs. GMVRX (157M). 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 : 32.77 vs. GMVRX (26.44). FSMDX return over 5 years is better than : 64.70 vs. GMVRX (38.49).
| 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 | 21.582 | 15.067 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 157M | 23,121% |
| Annual Yield % from dividends | 1.28 | 0.33 | 391% |
| Returns for 1 year | 32.77 | 26.44 | 124% |
| Returns for 3 years | 14.74 | -5.33 | -277% |
| Returns for 5 years | 64.70 | 38.49 | 168% |
| Returns for 10 years | 124.19 | 58.56 | 212% |
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