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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
Fidelity Mid Cap Index
Price$36.05
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
BNY Mellon MidCap Index I
Price$33.45
Change-$0.18 (-0.54%)
VolumeN/A
CapitalizationN/A
FSMDX vs PESPX Comparison Chart
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FSMDX vs. PESPX commentary
Nov 14, 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: 36.3B vs. PESPX (1.65B). 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 : 33.08 vs. PESPX (19.74). FSMDX return over 5 years is better than : 62.77 vs. PESPX (-2.13).
| 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 | 20.413 | 18.743 | 109% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.65B | 2,200% |
| Annual Yield % from dividends | 1.28 | 0.98 | 130% |
| Returns for 1 year | 33.08 | 19.74 | 168% |
| Returns for 3 years | 11.57 | -19.62 | -59% |
| Returns for 5 years | 62.77 | -2.13 | -2,941% |
| Returns for 10 years | 126.10 | -13.09 | -963% |