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FSMDX vs RCMFX
FSMDX vs RCMFX Comparison
Open Charts FSMDX vs RCMFX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Schwartz Value Focused
Price$55.31
Change+$0.28 (+0.51%)
VolumeN/A
CapitalizationN/A
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FSMDX vs RCMFX Comparison Chart
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FSMDX vs. RCMFX 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 RCMFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. RCMFX (40.4M). FSMDX pays higher dividends than RCMFX: FSMDX (1.28) vs RCMFX (0.57). FSMDX was incepted earlier than RCMFX: FSMDX (13 years) vs RCMFX (41 years). RCMFX is a more actively managed with annual turnover of: 24.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than RCMFX: FSMDX (0) vs RCMFX (2500). FSMDX annual gain was more profitable for investors over the last year : 27.48 vs. RCMFX (19.07). RCMFX return over 5 years is better than : 116.32 vs. FSMDX (57.97).
| FSMDX | RCMFX | FSMDX / RCMFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 41 years | - |
| Gain YTD | 13.332 | 26.481 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 40.4M | 88,614% |
| Annual Yield % from dividends | 1.28 | 0.57 | 225% |
| Returns for 1 year | 27.48 | 19.07 | 144% |
| Returns for 3 years | 13.12 | 49.91 | 26% |
| Returns for 5 years | 57.97 | 116.32 | 50% |
| Returns for 10 years | 119.83 | 97.38 | 123% |
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