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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity Instl
Price$5.60
Change-$0.18 (-3.11%)
VolumeN/A
CapitalizationN/A
FSMDX vs HEQCX Comparison Chart
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FSMDX vs. HEQCX commentary
Dec 19, 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 HEQCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. HEQCX (16.6M). FSMDX pays higher dividends than HEQCX: FSMDX (1.28) vs HEQCX (0.74). FSMDX was incepted earlier than HEQCX: FSMDX (13 years) vs HEQCX (14 years). HEQCX is a more actively managed with annual turnover of: 80.00 vs. FSMDX (9.00). 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 : 20.70 vs. HEQCX (-10.09). FSMDX return over 5 years is better than : 57.26 vs. HEQCX (-0.70).
| FSMDX | HEQCX | FSMDX / HEQCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 14 years | - |
| Gain YTD | 19.211 | 11.439 | 168% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 16.6M | 238,554% |
| Annual Yield % from dividends | 1.28 | 0.74 | 173% |
| Returns for 1 year | 20.70 | -10.09 | -205% |
| Returns for 3 years | 19.14 | -24.79 | -77% |
| Returns for 5 years | 57.26 | -0.70 | -8,168% |
| Returns for 10 years | 122.53 | -37.78 | -324% |
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