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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Monteagle Opportunity Equity Instl
Price$5.54
Change+$0.02 (+0.36%)
VolumeN/A
Net Assets16.41M
FSMDX vs HEQCX Comparison Chart
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FSMDX vs. HEQCX commentary
Jan 19, 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: 37B vs. HEQCX (16.4M). 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 : 21.14 vs. HEQCX (17.08). FSMDX return over 5 years is better than : 54.11 vs. HEQCX (0.10).
| 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 | 3.642 | 2.783 | 131% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 16.4M | 225,610% |
| Annual Yield % from dividends | 1.28 | 0.74 | 173% |
| Returns for 1 year | 21.14 | 17.08 | 124% |
| Returns for 3 years | 20.66 | -6.48 | -319% |
| Returns for 5 years | 54.11 | 0.10 | 54,449% |
| Returns for 10 years | 124.41 | -35.04 | -355% |
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