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FSMDX vs RCMFX
FSMDX vs RCMFX Comparison
Open Charts FSMDX vs RCMFX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Schwartz Value Focused
Price$58.13
Change+$0.32 (+0.55%)
VolumeN/A
Net Assets65.49M
FSMDX vs RCMFX Comparison Chart
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FSMDX vs. RCMFX commentary
Jan 19, 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 RCMFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. RCMFX (65.5M). 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). RCMFX annual gain was more profitable for investors over the last year : 40.07 vs. FSMDX (21.14). RCMFX return over 5 years is better than : 110.79 vs. FSMDX (54.11).
| 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 | 3.642 | 10.241 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 65.5M | 56,489% |
| Annual Yield % from dividends | 1.28 | 0.57 | 225% |
| Returns for 1 year | 21.14 | 40.07 | 53% |
| Returns for 3 years | 20.66 | 64.49 | 32% |
| Returns for 5 years | 54.11 | 110.79 | 49% |
| Returns for 10 years | 124.41 | 147.29 | 84% |
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