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FSMDX vs LSIRX
FSMDX vs LSIRX Comparison
Open Charts FSMDX vs LSIRX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap IS
Price$42.57
Change-$0.18 (-0.42%)
VolumeN/A
CapitalizationN/A
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FSMDX vs LSIRX Comparison Chart
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FSMDX vs. LSIRX 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 LSIRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. LSIRX (1.79B). FSMDX pays higher dividends than LSIRX: FSMDX (1.28) vs LSIRX (0.17). FSMDX was incepted earlier than LSIRX: FSMDX (13 years) vs LSIRX (16 years). LSIRX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). 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 : 23.41 vs. LSIRX (11.13). FSMDX return over 5 years is better than : 56.67 vs. LSIRX (8.78).
| FSMDX | LSIRX | FSMDX / LSIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 16 years | - |
| Gain YTD | 12.397 | 5.916 | 210% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.79B | 1,998% |
| Annual Yield % from dividends | 1.28 | 0.17 | 743% |
| Returns for 1 year | 23.41 | 11.13 | 210% |
| Returns for 3 years | 10.21 | -17.25 | -59% |
| Returns for 5 years | 56.67 | 8.78 | 645% |
| Returns for 10 years | 113.85 | 29.53 | 386% |
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