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FSMDX vs LSIRX
FSMDX vs LSIRX Comparison
Open Charts FSMDX vs LSIRX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
FSMDX vs LSIRX Comparison Chart
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FSMDX vs. LSIRX commentary
Apr 05, 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 LSIRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. LSIRX (1.6B). FSMDX pays higher dividends than LSIRX: FSMDX (1.20) vs LSIRX (0.39). FSMDX was incepted earlier than LSIRX: FSMDX (14 years) vs LSIRX (17 years). LSIRX (0.79) is less costly to investors than FSMDX (0.03). LSIRX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than LSIRX: FSMDX (0) vs LSIRX (1000000). FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. LSIRX (-5.64). FSMDX return over 5 years is better than : 118.86 vs. LSIRX (48.07).
| FSMDX | LSIRX | FSMDX / LSIRX | |
| Total Expense Ratio | 0.03 | 0.76 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.79 | 3% |
| Fund Existence | 14 years | 17 years | - |
| Gain YTD | -1.836 | -4.555 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.6B | 2,346% |
| Annual Yield % from dividends | 1.20 | 0.39 | 310% |
| Returns for 1 year | 4.57 | -5.64 | -81% |
| Returns for 3 years | 13.46 | -12.07 | -112% |
| Returns for 5 years | 118.86 | 48.07 | 247% |
| Returns for 10 years | 99.53 | 13.60 | 732% |
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