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FSMDX vs IRMAX
FSMDX vs IRMAX Comparison
Open Charts FSMDX vs IRMAX
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
Voya Russell Mid Cap Index Port A
Price$9.04
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets801.85M
FSMDX vs IRMAX Comparison Chart
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FSMDX vs. IRMAX commentary
May 10, 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 Buy and IRMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. IRMAX (802M). FSMDX pays higher dividends than IRMAX: FSMDX (1.21) vs IRMAX (0.84). FSMDX was incepted earlier than IRMAX: FSMDX (14 years) vs IRMAX (17 years). IRMAX (1.04) is less costly to investors than FSMDX (0.03). IRMAX is a more actively managed with annual turnover of: 30.00 vs. FSMDX (8.00). FSMDX (0) and IRMAX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 5.71 vs. IRMAX (-16.44). FSMDX return over 5 years is better than : 77.81 vs. IRMAX (-13.51).
| FSMDX | IRMAX | FSMDX / IRMAX | |
| Total Expense Ratio | 0.03 | 0.90 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.04 | 2% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -1.540 | -14.357 | 11% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 802M | 4,701% |
| Annual Yield % from dividends | 1.21 | 0.84 | 143% |
| Returns for 1 year | 5.71 | -16.44 | -35% |
| Returns for 3 years | 30.95 | -17.02 | -182% |
| Returns for 5 years | 77.81 | -13.51 | -576% |
| Returns for 10 years | 101.90 | -38.00 | -268% |
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