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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
BNY Mellon MidCap Index I
Price$31.68
Change-$0.22 (-0.69%)
VolumeN/A
CapitalizationN/A
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FSMDX vs PESPX Comparison Chart
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FSMDX vs. PESPX commentary
Sep 21, 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 PESPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. PESPX (1.6B). FSMDX pays higher dividends than PESPX: FSMDX (1.28) vs PESPX (0.98). FSMDX was incepted earlier than PESPX: FSMDX (13 years) vs PESPX (33 years). PESPX is a more actively managed with annual turnover of: 17.50 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than PESPX: FSMDX (0) vs PESPX (2500). FSMDX annual gain was more profitable for investors over the last year : 27.48 vs. PESPX (15.05). FSMDX return over 5 years is better than : 57.97 vs. PESPX (-4.44).
| FSMDX | PESPX | FSMDX / PESPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 13.332 | 12.460 | 107% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.6B | 2,239% |
| Annual Yield % from dividends | 1.28 | 0.98 | 130% |
| Returns for 1 year | 27.48 | 15.05 | 183% |
| Returns for 3 years | 13.12 | -15.93 | -82% |
| Returns for 5 years | 57.97 | -4.44 | -1,305% |
| Returns for 10 years | 119.83 | -15.00 | -799% |
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