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FSMDX vs MVALX
FSMDX vs MVALX Comparison
Open Charts FSMDX vs MVALX
Fidelity Mid Cap Index
Price$32.33
Change-$0.42 (-1.28%)
VolumeN/A
CapitalizationN/A
Meridian Contrarian Legacy
Price$36.61
Change-$0.76 (-2.03%)
VolumeN/A
CapitalizationN/A
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FSMDX vs MVALX Comparison Chart
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FSMDX vs. MVALX commentary
Sep 07, 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 MVALX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. MVALX (547M). FSMDX pays higher dividends than MVALX: FSMDX (1.28) vs MVALX (0.41). FSMDX was incepted earlier than MVALX: FSMDX (13 years) vs MVALX (31 years). MVALX is a more actively managed with annual turnover of: 54.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than MVALX: FSMDX (0) vs MVALX (1000). FSMDX annual gain was more profitable for investors over the last year : 18.39 vs. MVALX (2.38). FSMDX return over 5 years is better than : 53.76 vs. MVALX (11.88).
| FSMDX | MVALX | FSMDX / MVALX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 31 years | - |
| Gain YTD | 9.391 | 3.072 | 306% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 547M | 6,545% |
| Annual Yield % from dividends | 1.28 | 0.41 | 313% |
| Returns for 1 year | 18.39 | 2.38 | 772% |
| Returns for 3 years | 4.69 | -25.19 | -19% |
| Returns for 5 years | 53.76 | 11.88 | 453% |
| Returns for 10 years | 106.34 | -12.79 | -831% |
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