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FSMDX vs LMREX
FSMDX vs LMREX Comparison
Open Charts FSMDX vs LMREX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap R
Price$33.86
Change-$0.15 (-0.44%)
VolumeN/A
CapitalizationN/A
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FSMDX vs LMREX Comparison Chart
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FSMDX vs. LMREX commentary
Sep 21, 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 LMREX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. LMREX (1.79B). FSMDX pays higher dividends than LMREX: FSMDX (1.28) vs LMREX (0.00). FSMDX was incepted earlier than LMREX: FSMDX (13 years) vs LMREX (16 years). LMREX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). FSMDX (0) and LMREX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 27.48 vs. LMREX (13.70). FSMDX return over 5 years is better than : 57.97 vs. LMREX (0.30).
| FSMDX | LMREX | FSMDX / LMREX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 13.332 | 6.646 | 201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.79B | 1,998% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 27.48 | 13.70 | 201% |
| Returns for 3 years | 13.12 | -19.55 | -67% |
| Returns for 5 years | 57.97 | 0.30 | 19,108% |
| Returns for 10 years | 119.83 | 15.31 | 782% |
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