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FSMDX vs TVAFX
FSMDX vs TVAFX Comparison
Open Charts FSMDX vs TVAFX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core A
Price$68.04
Change+$6.35 (+10.29%)
VolumeN/A
Net Assets444.15M
FSMDX vs TVAFX Comparison Chart
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FSMDX vs. TVAFX 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 TVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. TVAFX (444M). FSMDX pays higher dividends than TVAFX: FSMDX (1.20) vs TVAFX (0.00). FSMDX was incepted earlier than TVAFX: FSMDX (14 years) vs TVAFX (30 years). TVAFX (1.38) is less costly to investors than FSMDX (0.03). TVAFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than TVAFX: FSMDX (0) vs TVAFX (5000). FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. TVAFX (-14.97). FSMDX return over 5 years is better than : 61.73 vs. TVAFX (-0.16).
| FSMDX | TVAFX | FSMDX / TVAFX | |
| Total Expense Ratio | 0.03 | 1.38 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.38 | 2% |
| Fund Existence | 14 years | 30 years | - |
| Gain YTD | -15.013 | -22.490 | 67% |
| Front Load | N/A | 5% | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 444M | 8,468% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -9.80 | -14.97 | 65% |
| Returns for 3 years | 0.43 | -10.80 | -4% |
| Returns for 5 years | 61.73 | -0.16 | -38,491% |
| Returns for 10 years | 71.81 | 17.93 | 401% |
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