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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$36.40
Change+$0.48 (+1.34%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Mid Cap R5
Price$33.43
Change+$0.66 (+2.01%)
VolumeN/A
CapitalizationN/A
FSMDX vs MSMJX Comparison Chart
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FSMDX vs. MSMJX commentary
Nov 22, 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 MSMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. MSMJX (2.66B). FSMDX pays higher dividends than MSMJX: FSMDX (1.28) vs MSMJX (0.02). FSMDX was incepted earlier than MSMJX: FSMDX (13 years) vs MSMJX (6 years). MSMJX is a more actively managed with annual turnover of: 34.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than MSMJX: FSMDX (0) vs MSMJX (1000000). FSMDX (32.77) and MSMJX (32.27) have marching annual gain over last year. FSMDX return over 5 years is better than : 64.70 vs. MSMJX (28.31).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 6 years | - |
| Gain YTD | 21.582 | 23.723 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 2.66B | 1,365% |
| Annual Yield % from dividends | 1.28 | 0.02 | 7,013% |
| Returns for 1 year | 32.77 | 32.27 | 102% |
| Returns for 3 years | 14.74 | 0.69 | 2,149% |
| Returns for 5 years | 64.70 | 28.31 | 229% |
| Returns for 10 years | 124.19 | N/A | - |