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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
Fidelity Mid Cap Index
Price$34.38
Change+$0.28 (+0.82%)
VolumeN/A
CapitalizationN/A
BNY Mellon MidCap Index I
Price$28.57
Change+$0.21 (+0.74%)
VolumeN/A
CapitalizationN/A
FSMDX vs PESPX Comparison Chart
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FSMDX vs. PESPX commentary
Dec 25, 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 StrongBuy and PESPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. PESPX (1.37B). 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 : 15.53 vs. PESPX (1.52). FSMDX return over 5 years is better than : 54.47 vs. PESPX (-18.79).
| 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 | 15.185 | 1.662 | 914% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.37B | 2,899% |
| Annual Yield % from dividends | 1.28 | 0.98 | 130% |
| Returns for 1 year | 15.53 | 1.52 | 1,024% |
| Returns for 3 years | 12.50 | -18.29 | -68% |
| Returns for 5 years | 54.47 | -18.79 | -290% |
| Returns for 10 years | 112.69 | -27.55 | -409% |
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