Ad is loading...
FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$30.57
Change+$0.47 (+1.56%)
VolumeN/A
Net Assets37.64B
Invesco Main Street Mid Cap R5
Price$25.99
Change+$0.35 (+1.37%)
VolumeN/A
Net Assets2.16B
FSMDX vs MSMJX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. MSMJX commentary
Apr 12, 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 Buy and MSMJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. MSMJX (2.16B). FSMDX pays higher dividends than MSMJX: FSMDX (1.20) vs MSMJX (0.54). FSMDX was incepted earlier than MSMJX: FSMDX (14 years) vs MSMJX (6 years). MSMJX (0.76) is less costly to investors than FSMDX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (8.00). 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 : -3.85 vs. MSMJX (-9.78). FSMDX return over 5 years is better than : 69.62 vs. MSMJX (24.90).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | 0.03 | 0.76 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.76 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -10.868 | -11.951 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 2.16B | 1,738% |
| Annual Yield % from dividends | 1.20 | 0.54 | 221% |
| Returns for 1 year | -3.85 | -9.78 | 39% |
| Returns for 3 years | 6.59 | -2.82 | -233% |
| Returns for 5 years | 69.62 | 24.90 | 280% |
| Returns for 10 years | 80.87 | N/A | - |
View a ticker or compare two or three
VS
VS
Ad is loading...