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FSMDX vs PESPX
FSMDX vs PESPX Comparison
Open Charts FSMDX vs PESPX
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
BNY Mellon MidCap Index I
Price$34.16
Change+$0.57 (+1.70%)
VolumeN/A
CapitalizationN/A
FSMDX vs PESPX Comparison Chart
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FSMDX vs. PESPX commentary
Nov 23, 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 (1.64B). 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 : 34.26 vs. PESPX (19.35). FSMDX return over 5 years is better than : 66.56 vs. PESPX (-1.02).
| 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 | 22.952 | 19.240 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.64B | 2,212% |
| Annual Yield % from dividends | 1.28 | 0.98 | 130% |
| Returns for 1 year | 34.26 | 19.35 | 177% |
| Returns for 3 years | 16.10 | -18.49 | -87% |
| Returns for 5 years | 66.56 | -1.02 | -6,546% |
| Returns for 10 years | 126.97 | -14.14 | -898% |