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FSMDX vs TSMDX
FSMDX vs TSMDX Comparison
Open Charts FSMDX vs TSMDX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
Trillium ESG Small/Mid Cap Institutional
Price$14.80
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets32.92M
FSMDX vs TSMDX Comparison Chart
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FSMDX vs. TSMDX commentary
May 23, 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 TSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. TSMDX (32.9M). FSMDX pays higher dividends than TSMDX: FSMDX (1.21) vs TSMDX (0.15). FSMDX was incepted earlier than TSMDX: FSMDX (14 years) vs TSMDX (10 years). TSMDX (1.20) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 8.00 vs. TSMDX (6.29). FSMDX has a lower initial minimum investment than TSMDX: FSMDX (0) vs TSMDX (100000). FSMDX annual gain was more profitable for investors over the last year : 6.86 vs. TSMDX (-5.13). FSMDX return over 5 years is better than : 78.84 vs. TSMDX (43.35).
| FSMDX | TSMDX | FSMDX / TSMDX | |
| Total Expense Ratio | 0.03 | 0.97 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.20 | 2% |
| Fund Existence | 14 years | 10 years | - |
| Gain YTD | 0.118 | -2.508 | -5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 100000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 32.9M | 114,590% |
| Annual Yield % from dividends | 1.21 | 0.15 | 791% |
| Returns for 1 year | 6.86 | -5.13 | -134% |
| Returns for 3 years | 31.52 | 4.48 | 704% |
| Returns for 5 years | 78.84 | 43.35 | 182% |
| Returns for 10 years | 102.29 | N/A | - |
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