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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$32.33
Change-$0.42 (-1.28%)
VolumeN/A
CapitalizationN/A
Invesco Main Street Mid Cap R5
Price$29.26
Change-$0.43 (-1.45%)
VolumeN/A
CapitalizationN/A
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FSMDX vs MSMJX Comparison Chart
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FSMDX vs. MSMJX commentary
Sep 08, 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: 35.8B vs. MSMJX (2.43B). FSMDX pays higher dividends than MSMJX: FSMDX (1.28) vs MSMJX (0.02). FSMDX was incepted earlier than MSMJX: FSMDX (13 years) vs MSMJX (5 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 annual gain was more profitable for investors over the last year : 18.39 vs. MSMJX (16.78). FSMDX return over 5 years is better than : 53.76 vs. MSMJX (18.27).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 5 years | - |
| Gain YTD | 9.391 | 9.882 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 2.43B | 1,472% |
| Annual Yield % from dividends | 1.28 | 0.02 | 7,013% |
| Returns for 1 year | 18.39 | 16.78 | 110% |
| Returns for 3 years | 4.69 | -10.15 | -46% |
| Returns for 5 years | 53.76 | 18.27 | 294% |
| Returns for 10 years | 106.34 | N/A | - |
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