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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$34.18
Change+$0.94 (+2.83%)
VolumeN/A
Net Assets37.69B
Monteagle Opportunity Equity Instl
Price$5.37
Change+$0.16 (+3.07%)
VolumeN/A
Net Assets15.1M
FSMDX vs HEQCX Comparison Chart
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FSMDX vs. HEQCX commentary
May 13, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. HEQCX (15.1M). HEQCX pays higher dividends than FSMDX: HEQCX (7.58) vs FSMDX (1.21). 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). FSMDX annual gain was more profitable for investors over the last year : 5.58 vs. HEQCX (4.79). FSMDX return over 5 years is better than : 88.80 vs. HEQCX (21.22).
| 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 | -1.569 | -3.184 | 49% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 15.1M | 249,669% |
| Annual Yield % from dividends | 1.21 | 7.58 | 16% |
| Returns for 1 year | 5.58 | 4.79 | 116% |
| Returns for 3 years | 28.25 | -4.98 | -567% |
| Returns for 5 years | 88.80 | 21.22 | 419% |
| Returns for 10 years | 99.63 | -40.31 | -247% |
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