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FSMDX vs GMVRX
FSMDX vs GMVRX Comparison
Open Charts FSMDX vs GMVRX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Goldman Sachs Small/Mid Cap Value R
Price$16.71
Change-$0.16 (-0.95%)
VolumeN/A
CapitalizationN/A
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FSMDX vs GMVRX Comparison Chart
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FSMDX vs. GMVRX commentary
Sep 21, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. GMVRX (159M). 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 : 27.48 vs. GMVRX (24.95). FSMDX return over 5 years is better than : 57.97 vs. GMVRX (37.54).
| 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 | 13.332 | 12.467 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 159M | 22,516% |
| Annual Yield % from dividends | 1.28 | 0.33 | 391% |
| Returns for 1 year | 27.48 | 24.95 | 110% |
| Returns for 3 years | 13.12 | 2.34 | 561% |
| Returns for 5 years | 57.97 | 37.54 | 154% |
| Returns for 10 years | 119.83 | 60.34 | 199% |
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