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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
Goldman Sachs Small/Mid Cap Value R
Price$16.28
Change+$0.14 (+0.87%)
VolumeN/A
CapitalizationN/A
FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX commentary
Dec 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 StrongBuy and GMVRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. GMVRX (148M). 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 : 16.00 vs. GMVRX (9.04). FSMDX return over 5 years is better than : 54.54 vs. GMVRX (25.22).
| 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 | 15.185 | 8.533 | 178% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 148M | 26,757% |
| Annual Yield % from dividends | 1.28 | 0.33 | 391% |
| Returns for 1 year | 16.00 | 9.04 | 177% |
| Returns for 3 years | 14.12 | -2.12 | -665% |
| Returns for 5 years | 54.54 | 25.22 | 216% |
| Returns for 10 years | 113.54 | 51.34 | 221% |
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