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FSMDX vs TVAFX
FSMDX vs TVAFX Comparison
Open Charts FSMDX vs TVAFX
Fidelity Mid Cap Index
Price$36.05
Change-$0.08 (-0.22%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core A
Price$83.34
Change-$0.26 (-0.31%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVAFX Comparison Chart
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FSMDX vs. TVAFX commentary
Nov 14, 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 TVAFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. TVAFX (599M). FSMDX pays higher dividends than TVAFX: FSMDX (1.28) vs TVAFX (0.00). FSMDX was incepted earlier than TVAFX: FSMDX (13 years) vs TVAFX (29 years). TVAFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than TVAFX: FSMDX (0) vs TVAFX (5000). TVAFX annual gain was more profitable for investors over the last year : 34.94 vs. FSMDX (33.08). FSMDX return over 5 years is better than : 62.77 vs. TVAFX (11.45).
| FSMDX | TVAFX | FSMDX / TVAFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 20.413 | 25.041 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 599M | 6,060% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 33.08 | 34.94 | 95% |
| Returns for 3 years | 11.57 | -18.86 | -61% |
| Returns for 5 years | 62.77 | 11.45 | 548% |
| Returns for 10 years | 126.10 | 69.48 | 181% |
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