Ad is loading...
FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$30.57
Change-$0.39 (-1.26%)
VolumeN/A
Net Assets37.64B
Monteagle Opportunity Equity Instl
Price$4.90
Change-$0.06 (-1.21%)
VolumeN/A
Net Assets14.35M
FSMDX vs HEQCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. HEQCX commentary
Apr 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. HEQCX (14.3M). HEQCX pays higher dividends than FSMDX: HEQCX (7.40) vs FSMDX (1.20). 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 (8.00). FSMDX has a lower initial minimum investment than HEQCX: FSMDX (0) vs HEQCX (1000000). HEQCX annual gain was more profitable for investors over the last year : 4.04 vs. FSMDX (2.32). FSMDX return over 5 years is better than : 72.82 vs. HEQCX (13.26).
| 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 | -8.321 | -7.830 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 14.3M | 262,937% |
| Annual Yield % from dividends | 1.20 | 7.40 | 16% |
| Returns for 1 year | 2.32 | 4.04 | 57% |
| Returns for 3 years | 8.89 | -14.39 | -62% |
| Returns for 5 years | 72.82 | 13.26 | 549% |
| Returns for 10 years | 87.37 | -42.44 | -206% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers