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FSMDX vs TLVAX
FSMDX vs TLVAX Comparison
Open Charts FSMDX vs TLVAX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Timothy Plan Large/Mid Cap Value A
Price$25.75
Change-$0.14 (-0.54%)
VolumeN/A
CapitalizationN/A
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FSMDX vs TLVAX Comparison Chart
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FSMDX vs. TLVAX 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 TLVAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. TLVAX (354M). FSMDX pays higher dividends than TLVAX: FSMDX (1.28) vs TLVAX (0.42). FSMDX was incepted earlier than TLVAX: FSMDX (13 years) vs TLVAX (25 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 (23.41) and TLVAX (22.67) have marching annual gain over last year. FSMDX return over 5 years is better than : 56.67 vs. TLVAX (37.54).
| FSMDX | TLVAX | FSMDX / TLVAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 25 years | - |
| Gain YTD | 12.397 | 15.419 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 354M | 10,113% |
| Annual Yield % from dividends | 1.28 | 0.42 | 307% |
| Returns for 1 year | 23.41 | 22.67 | 103% |
| Returns for 3 years | 10.21 | 14.96 | 68% |
| Returns for 5 years | 56.67 | 37.54 | 151% |
| Returns for 10 years | 113.85 | 29.02 | 392% |
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