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FSMDX vs STRGX
FSMDX vs STRGX Comparison
Open Charts FSMDX vs STRGX
Fidelity Mid Cap Index
Price$30.10
Change-$1.10 (-3.53%)
VolumeN/A
Net Assets37.64B
Sterling Capital MdCp Relatv Val Instl
Price$52.01
Change-$1.76 (-3.27%)
VolumeN/A
Net Assets30.76M
FSMDX vs STRGX Comparison Chart
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FSMDX vs. STRGX commentary
Apr 11, 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 Buy and STRGX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. STRGX (30.8M). FSMDX pays higher dividends than STRGX: FSMDX (1.20) vs STRGX (0.65). FSMDX was incepted earlier than STRGX: FSMDX (14 years) vs STRGX (53 years). STRGX (0.89) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 8.00 vs. STRGX (4.89). FSMDX has a lower initial minimum investment than STRGX: FSMDX (0) vs STRGX (1000000). FSMDX annual gain was more profitable for investors over the last year : -0.30 vs. STRGX (-14.97). FSMDX return over 5 years is better than : 75.82 vs. STRGX (6.83).
| FSMDX | STRGX | FSMDX / STRGX | |
| Total Expense Ratio | 0.03 | 0.89 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.89 | 3% |
| Fund Existence | 14 years | 53 years | - |
| Gain YTD | -7.610 | -6.892 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 30.8M | 122,078% |
| Annual Yield % from dividends | 1.20 | 0.65 | 184% |
| Returns for 1 year | -0.30 | -14.97 | 2% |
| Returns for 3 years | 10.14 | -24.72 | -41% |
| Returns for 5 years | 75.82 | 6.83 | 1,111% |
| Returns for 10 years | 87.59 | -2.79 | -3,142% |
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