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FSMDX vs TVAFX
FSMDX vs TVAFX Comparison
Open Charts FSMDX vs TVAFX
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core A
Price$85.19
Change+$1.20 (+1.43%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVAFX Comparison Chart
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FSMDX vs. TVAFX commentary
Nov 23, 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 (604M). 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 : 35.88 vs. FSMDX (32.77). FSMDX return over 5 years is better than : 64.70 vs. TVAFX (12.72).
| 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 | 21.582 | 26.016 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 604M | 6,010% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 32.77 | 35.88 | 91% |
| Returns for 3 years | 14.74 | 13.51 | 109% |
| Returns for 5 years | 64.70 | 12.72 | 509% |
| Returns for 10 years | 124.19 | 68.22 | 182% |