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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Monteagle Opportunity Equity I
Price$4.39
Change-$0.25 (-5.39%)
VolumeN/A
Net Assets15.37M
FSMDX vs HEQFX Comparison Chart
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FSMDX vs. HEQFX commentary
Apr 04, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. HEQFX (15.4M). FSMDX pays higher dividends than HEQFX: FSMDX (1.20) vs HEQFX (0.12). FSMDX was incepted earlier than HEQFX: FSMDX (14 years) vs HEQFX (27 years). HEQFX (1.78) is less costly to investors than FSMDX (0.03). HEQFX is a more actively managed with annual turnover of: 54.00 vs. FSMDX (8.00). 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 : 4.57 vs. HEQFX (-1.79). FSMDX return over 5 years is better than : 118.86 vs. HEQFX (19.30).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | 0.03 | 1.78 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.78 | 1% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -1.836 | -1.446 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 15.4M | 244,156% |
| Annual Yield % from dividends | 1.20 | 0.12 | 1,035% |
| Returns for 1 year | 4.57 | -1.79 | -256% |
| Returns for 3 years | 13.46 | -19.42 | -69% |
| Returns for 5 years | 118.86 | 19.30 | 616% |
| Returns for 10 years | 99.53 | -50.43 | -197% |
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