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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
Monteagle Opportunity Equity Instl
Price$5.52
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets14.9M
FSMDX vs HEQCX Comparison Chart in %
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FSMDX vs. HEQCX commentary
Jul 18, 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 HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. HEQCX (14.9M). HEQCX pays higher dividends than FSMDX: HEQCX (7.25) vs FSMDX (1.31). 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). FSMDX annual gain was more profitable for investors over the last year : 8.58 vs. HEQCX (6.79). FSMDX return over 5 years is better than : 70.17 vs. HEQCX (9.80).
| 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 | 5.111 | 2.558 | 200% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 14.9M | 284,564% |
| Annual Yield % from dividends | 1.31 | 7.25 | 18% |
| Returns for 1 year | 8.58 | 6.79 | 126% |
| Returns for 3 years | 45.92 | 4.53 | 1,013% |
| Returns for 5 years | 70.17 | 9.80 | 716% |
| Returns for 10 years | 117.56 | -36.96 | -318% |
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