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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Monteagle Opportunity Equity Instl
Price$5.49
Change-$0.11 (-1.96%)
VolumeN/A
Net Assets16.16M
FSMDX vs HEQCX Comparison Chart
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FSMDX vs. HEQCX commentary
Feb 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. HEQCX (16.2M). 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 (12.97) and HEQCX (12.92) have marching annual gain over last year. FSMDX return over 5 years is better than : 51.19 vs. HEQCX (0.84).
| 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 | 1.717 | 1.855 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 16.2M | 238,272% |
| Annual Yield % from dividends | 1.28 | 0.74 | 173% |
| Returns for 1 year | 12.97 | 12.92 | 100% |
| Returns for 3 years | 24.51 | -3.91 | -626% |
| Returns for 5 years | 51.19 | 0.84 | 6,126% |
| Returns for 10 years | 107.43 | -37.82 | -284% |
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