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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
BNY Mellon MidCap Index I
Price$28.09
Change-$0.69 (-2.40%)
VolumeN/A
Net Assets1.47B
FSMDX vs PESPX Comparison Chart
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FSMDX vs. PESPX commentary
Feb 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 PESPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. PESPX (1.47B). FSMDX pays higher dividends than PESPX: FSMDX (1.28) vs PESPX (0.98). FSMDX was incepted earlier than PESPX: FSMDX (13 years) vs PESPX (34 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 : 12.97 vs. PESPX (-1.91). FSMDX return over 5 years is better than : 51.19 vs. PESPX (-12.21).
| FSMDX | PESPX | FSMDX / PESPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 34 years | - |
| Gain YTD | 1.717 | -0.566 | -303% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 1.47B | 2,621% |
| Annual Yield % from dividends | 1.28 | 0.98 | 130% |
| Returns for 1 year | 12.97 | -1.91 | -679% |
| Returns for 3 years | 24.51 | -12.88 | -190% |
| Returns for 5 years | 51.19 | -12.21 | -419% |
| Returns for 10 years | 107.43 | -26.01 | -413% |
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