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FSMDX vs TVCFX
FSMDX vs TVCFX Comparison
Open Charts FSMDX vs TVCFX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core C
Price$66.92
Change-$2.98 (-4.26%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVCFX Comparison Chart
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FSMDX vs. TVCFX commentary
Dec 19, 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 TVCFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. TVCFX (598M). 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 : 26.17 vs. FSMDX (20.70). FSMDX return over 5 years is better than : 57.26 vs. TVCFX (-0.71).
| 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 | 19.211 | 24.200 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 598M | 6,622% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 26.17 | 79% |
| Returns for 3 years | 19.14 | 16.25 | 118% |
| Returns for 5 years | 57.26 | -0.71 | -8,062% |
| Returns for 10 years | 122.53 | 49.87 | 246% |