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FSMDX vs TVCFX
FSMDX vs TVCFX Comparison
Open Charts FSMDX vs TVCFX
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
Thornburg Small/Mid Cap Core C
Price$68.68
Change+$1.10 (+1.63%)
VolumeN/A
Net Assets571.17M
FSMDX vs TVCFX Comparison Chart
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FSMDX vs. TVCFX commentary
Jan 31, 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 StrongBuy and TVCFX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. TVCFX (571M). FSMDX pays higher dividends than TVCFX: FSMDX (1.28) vs TVCFX (0.00). FSMDX was incepted earlier than TVCFX: FSMDX (13 years) vs TVCFX (29 years). TVCFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than TVCFX: FSMDX (0) vs TVCFX (5000). TVCFX annual gain was more profitable for investors over the last year : 24.02 vs. FSMDX (20.18). FSMDX return over 5 years is better than : 60.07 vs. TVCFX (-0.59).
| FSMDX | TVCFX | FSMDX / TVCFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 29 years | - |
| Gain YTD | 3.879 | 3.201 | 121% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 571M | 6,480% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.18 | 24.02 | 84% |
| Returns for 3 years | 23.42 | 17.66 | 133% |
| Returns for 5 years | 60.07 | -0.59 | -10,122% |
| Returns for 10 years | 122.46 | 48.34 | 253% |