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FSMDX vs TLVAX
FSMDX vs TLVAX Comparison
Open Charts FSMDX vs TLVAX
Fidelity Mid Cap Index
Price$35.34
Change-$0.13 (-0.37%)
VolumeN/A
Net Assets37.02B
Timothy Plan Large/Mid Cap Value A
Price$23.59
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets340.53M
FSMDX vs TLVAX Comparison Chart
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FSMDX vs. TLVAX commentary
Jan 24, 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 TLVAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. TLVAX (341M). FSMDX pays higher dividends than TLVAX: FSMDX (1.28) vs TLVAX (0.42). FSMDX was incepted earlier than TLVAX: FSMDX (13 years) vs TLVAX (26 years). TLVAX is a more actively managed with annual turnover of: 17.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than TLVAX: FSMDX (0) vs TLVAX (1000). FSMDX annual gain was more profitable for investors over the last year : 20.38 vs. TLVAX (5.63). FSMDX return over 5 years is better than : 57.29 vs. TLVAX (31.50).
| FSMDX | TLVAX | FSMDX / TLVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 4.649 | 4.519 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 341M | 10,850% |
| Annual Yield % from dividends | 1.28 | 0.42 | 307% |
| Returns for 1 year | 20.38 | 5.63 | 362% |
| Returns for 3 years | 27.13 | 9.07 | 299% |
| Returns for 5 years | 57.29 | 31.50 | 182% |
| Returns for 10 years | 122.45 | 28.25 | 433% |