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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Monteagle Opportunity Equity I
Price$4.91
Change-$0.17 (-3.35%)
VolumeN/A
CapitalizationN/A
FSMDX vs HEQFX Comparison Chart
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FSMDX vs. HEQFX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. HEQFX (16.6M). 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 : 20.70 vs. HEQFX (-12.91). FSMDX return over 5 years is better than : 57.26 vs. HEQFX (-7.88).
| 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 | 19.211 | 11.013 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 16.6M | 238,554% |
| Annual Yield % from dividends | 1.28 | 0.57 | 227% |
| Returns for 1 year | 20.70 | -12.91 | -160% |
| Returns for 3 years | 19.14 | -29.59 | -65% |
| Returns for 5 years | 57.26 | -7.88 | -726% |
| Returns for 10 years | 122.53 | -45.75 | -268% |
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