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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$37.16
Change-$0.29 (-0.77%)
VolumeN/A
Net Assets45.37B
Monteagle Opportunity Equity Instl
Price$5.78
Change-$0.05 (-0.86%)
VolumeN/A
Net Assets17.13M
FSMDX vs HEQCX Comparison Chart in %
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FSMDX vs. HEQCX commentary
Oct 10, 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 HEQCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. HEQCX (17.1M). HEQCX pays higher dividends than FSMDX: HEQCX (6.69) vs FSMDX (1.25). FSMDX was incepted earlier than HEQCX: FSMDX (14 years) vs HEQCX (14 years). HEQCX (1.31) is less costly to investors than FSMDX (0.03). HEQCX is a more actively managed with annual turnover of: 54.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HEQCX: FSMDX (0) vs HEQCX (1000000). HEQCX (10.86) and FSMDX (10.72) have marching annual gain over last year. FSMDX return over 5 years is better than : 64.15 vs. HEQCX (7.59).
| FSMDX | HEQCX | FSMDX / HEQCX | |
| Total Expense Ratio | 0.03 | 1.31 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.31 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 11.166 | 8.711 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 17.1M | 265,497% |
| Annual Yield % from dividends | 1.25 | 6.69 | 19% |
| Returns for 1 year | 10.72 | 10.86 | 99% |
| Returns for 3 years | 59.63 | 13.35 | 447% |
| Returns for 5 years | 64.15 | 7.59 | 845% |
| Returns for 10 years | 140.84 | -31.15 | -452% |
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