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FSMDX vs IRMAX
FSMDX vs IRMAX Comparison
Open Charts FSMDX vs IRMAX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Voya Russell Mid Cap Index Port A
Price$11.02
Change+$0.06 (+0.55%)
VolumeN/A
Net Assets1.01B
FSMDX vs IRMAX Comparison Chart
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FSMDX vs. IRMAX 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 IRMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. IRMAX (1.01B). FSMDX pays higher dividends than IRMAX: FSMDX (1.28) vs IRMAX (1.20). FSMDX was incepted earlier than IRMAX: FSMDX (13 years) vs IRMAX (17 years). IRMAX is a more actively managed with annual turnover of: 22.00 vs. FSMDX (9.00). FSMDX (0) and IRMAX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 21.14 vs. IRMAX (9.73). FSMDX return over 5 years is better than : 54.11 vs. IRMAX (-14.09).
| FSMDX | IRMAX | FSMDX / IRMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 17 years | - |
| Gain YTD | 3.642 | 3.571 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.01B | 3,663% |
| Annual Yield % from dividends | 1.28 | 1.20 | 107% |
| Returns for 1 year | 21.14 | 9.73 | 217% |
| Returns for 3 years | 20.66 | -12.44 | -166% |
| Returns for 5 years | 54.11 | -14.09 | -384% |
| Returns for 10 years | 124.41 | -27.14 | -458% |
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