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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Monteagle Opportunity Equity I
Price$4.84
Change+$0.02 (+0.41%)
VolumeN/A
Net Assets16.41M
FSMDX vs HEQFX Comparison Chart
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FSMDX vs. HEQFX commentary
Jan 19, 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: 37B vs. HEQFX (16.4M). 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 : 21.14 vs. HEQFX (8.13). FSMDX return over 5 years is better than : 54.11 vs. HEQFX (-13.92).
| 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 | 3.642 | 2.760 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 16.4M | 225,610% |
| Annual Yield % from dividends | 1.28 | 0.57 | 227% |
| Returns for 1 year | 21.14 | 8.13 | 260% |
| Returns for 3 years | 20.66 | -17.12 | -121% |
| Returns for 5 years | 54.11 | -13.92 | -389% |
| Returns for 10 years | 124.41 | -47.40 | -262% |
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