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FSMDX vs RCMFX
FSMDX vs RCMFX Comparison
Open Charts FSMDX vs RCMFX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Schwartz Value Focused
Price$62.36
Change-$0.53 (-0.84%)
VolumeN/A
CapitalizationN/A
FSMDX vs RCMFX Comparison Chart
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FSMDX vs. RCMFX commentary
Dec 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. RCMFX (53.4M). 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). RCMFX annual gain was more profitable for investors over the last year : 38.21 vs. FSMDX (20.70). RCMFX return over 5 years is better than : 133.20 vs. FSMDX (57.26).
| 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 | 19.211 | 42.602 | 45% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 53.4M | 74,157% |
| Annual Yield % from dividends | 1.28 | 0.57 | 225% |
| Returns for 1 year | 20.70 | 38.21 | 54% |
| Returns for 3 years | 19.14 | 64.94 | 29% |
| Returns for 5 years | 57.26 | 133.20 | 43% |
| Returns for 10 years | 122.53 | 132.69 | 92% |