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FSMDX vs GSMVX
FSMDX vs GSMVX Comparison
Open Charts FSMDX vs GSMVX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
Goldman Sachs Small/Mid Cap Value Instl
Price$15.59
Change+$0.24 (+1.56%)
VolumeN/A
Net Assets138.38M
FSMDX vs GSMVX Comparison Chart
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FSMDX vs. GSMVX commentary
May 09, 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 Buy and GSMVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. GSMVX (138M). GSMVX (1.25) and FSMDX (1.21) have matching dividends . FSMDX was incepted earlier than GSMVX: FSMDX (14 years) vs GSMVX (11 years). GSMVX (1.08) is less costly to investors than FSMDX (0.03). GSMVX is a more actively managed with annual turnover of: 67.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than GSMVX: FSMDX (0) vs GSMVX (1000000). FSMDX annual gain was more profitable for investors over the last year : 5.24 vs. GSMVX (-3.38). FSMDX return over 5 years is better than : 75.46 vs. GSMVX (56.92).
| FSMDX | GSMVX | FSMDX / GSMVX | |
| Total Expense Ratio | 0.03 | 0.85 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.08 | 2% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | -2.843 | -7.641 | 37% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 138M | 27,319% |
| Annual Yield % from dividends | 1.21 | 1.25 | 97% |
| Returns for 1 year | 5.24 | -3.38 | -155% |
| Returns for 3 years | 29.17 | 3.91 | 746% |
| Returns for 5 years | 75.46 | 56.92 | 133% |
| Returns for 10 years | 98.68 | 46.05 | 214% |
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