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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity I
Price$5.12
Change-$0.05 (-0.97%)
VolumeN/A
CapitalizationN/A
FSMDX vs HEQFX Comparison Chart
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FSMDX vs. HEQFX commentary
Nov 18, 2024
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 HEQFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. HEQFX (16.9M). FSMDX pays higher dividends than HEQFX: FSMDX (1.28) vs HEQFX (0.57). FSMDX was incepted earlier than HEQFX: FSMDX (13 years) vs HEQFX (26 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 : 31.21 vs. HEQFX (-4.21). FSMDX return over 5 years is better than : 60.20 vs. HEQFX (-11.65).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 18.509 | 11.888 | 156% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 16.9M | 214,793% |
| Annual Yield % from dividends | 1.28 | 0.57 | 227% |
| Returns for 1 year | 31.21 | -4.21 | -741% |
| Returns for 3 years | 9.29 | -31.21 | -30% |
| Returns for 5 years | 60.20 | -11.65 | -517% |
| Returns for 10 years | 121.13 | -65.29 | -186% |
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