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FSMDX vs LMORX
FSMDX vs LMORX Comparison
Open Charts FSMDX vs LMORX
Fidelity Mid Cap Index
Price$32.33
Change-$0.42 (-1.28%)
VolumeN/A
CapitalizationN/A
Patient Opportunity R
Price$31.71
Change-$0.79 (-2.43%)
VolumeN/A
CapitalizationN/A
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FSMDX vs LMORX Comparison Chart
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FSMDX vs. LMORX commentary
Sep 08, 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 LMORX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. LMORX (1.36B). FSMDX pays higher dividends than LMORX: FSMDX (1.28) vs LMORX (0.00). FSMDX was incepted earlier than LMORX: FSMDX (13 years) vs LMORX (18 years). LMORX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (9.00). FSMDX (0) and LMORX (0) have matching initial minimum investment requirements. LMORX annual gain was more profitable for investors over the last year : 23.06 vs. FSMDX (18.39). FSMDX return over 5 years is better than : 53.76 vs. LMORX (35.76).
| FSMDX | LMORX | FSMDX / LMORX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 9.391 | 8.805 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.36B | 2,625% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 18.39 | 23.06 | 80% |
| Returns for 3 years | 4.69 | -25.61 | -18% |
| Returns for 5 years | 53.76 | 35.76 | 150% |
| Returns for 10 years | 106.34 | 73.98 | 144% |
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