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FSMDX vs TVAFX
FSMDX vs TVAFX Comparison
Open Charts FSMDX vs TVAFX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Thornburg Small/Mid Cap Core A
Price$77.06
Change-$2.34 (-2.95%)
VolumeN/A
Net Assets538.37M
FSMDX vs TVAFX Comparison Chart
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FSMDX vs. TVAFX commentary
Feb 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 Hold and TVAFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. TVAFX (538M). 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). FSMDX annual gain was more profitable for investors over the last year : 12.97 vs. TVAFX (12.30). FSMDX return over 5 years is better than : 51.19 vs. TVAFX (-1.92).
| 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 | 1.717 | -3.179 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 538M | 7,175% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | 12.30 | 105% |
| Returns for 3 years | 24.51 | 15.24 | 161% |
| Returns for 5 years | 51.19 | -1.92 | -2,663% |
| Returns for 10 years | 107.43 | 49.60 | 217% |
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