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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Monteagle Opportunity Equity I
Price$4.79
Change-$0.09 (-1.84%)
VolumeN/A
Net Assets16.16M
FSMDX vs HEQFX Comparison Chart
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FSMDX vs. HEQFX 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 HEQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. HEQFX (16.2M). FSMDX pays higher dividends than HEQFX: FSMDX (1.28) vs HEQFX (0.57). FSMDX was incepted earlier than HEQFX: FSMDX (13 years) vs HEQFX (27 years). HEQFX is a more actively managed with annual turnover of: 80.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than HEQFX: FSMDX (0) vs HEQFX (2000). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. HEQFX (4.45). FSMDX return over 5 years is better than : 51.19 vs. HEQFX (-13.30).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 27 years | - |
| Gain YTD | 1.717 | 1.699 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 16.2M | 238,272% |
| Annual Yield % from dividends | 1.28 | 0.57 | 227% |
| Returns for 1 year | 12.97 | 4.45 | 292% |
| Returns for 3 years | 24.51 | -14.95 | -164% |
| Returns for 5 years | 51.19 | -13.30 | -385% |
| Returns for 10 years | 107.43 | -49.72 | -216% |