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FSMDX vs LMREX
FSMDX vs LMREX Comparison
Open Charts FSMDX vs LMREX
Fidelity Mid Cap Index
Price$36.05
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap R
Price$35.68
Change-$0.17 (-0.47%)
VolumeN/A
CapitalizationN/A
FSMDX vs LMREX Comparison Chart
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FSMDX vs. LMREX commentary
Nov 14, 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 StrongSell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. LMREX (1.84B). 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 : 33.08 vs. LMREX (25.35). FSMDX return over 5 years is better than : 62.77 vs. LMREX (4.68).
| 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 | 20.413 | 12.913 | 158% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.84B | 1,972% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 33.08 | 25.35 | 130% |
| Returns for 3 years | 11.57 | -22.15 | -52% |
| Returns for 5 years | 62.77 | 4.68 | 1,341% |
| Returns for 10 years | 126.10 | 17.07 | 738% |
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