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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
Invesco Main Street Mid Cap R5
Price$30.76
Change-$0.13 (-0.42%)
VolumeN/A
Net Assets2.68B
FSMDX vs MSMJX Comparison Chart
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FSMDX vs. MSMJX commentary
Jan 23, 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 MSMJX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. MSMJX (2.68B). 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 annual gain was more profitable for investors over the last year : 20.38 vs. MSMJX (14.07). FSMDX return over 5 years is better than : 57.29 vs. MSMJX (18.38).
| 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 | 4.649 | 5.632 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 2.68B | 1,383% |
| Annual Yield % from dividends | 1.28 | 0.02 | 7,013% |
| Returns for 1 year | 20.38 | 14.07 | 145% |
| Returns for 3 years | 27.13 | 18.68 | 145% |
| Returns for 5 years | 57.29 | 18.38 | 312% |
| Returns for 10 years | 122.45 | N/A | - |