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FSMDX vs TVCFX
FSMDX vs TVCFX Comparison
Open Charts FSMDX vs TVCFX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core C
Price$64.66
Change-$0.46 (-0.71%)
VolumeN/A
CapitalizationN/A
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FSMDX vs TVCFX Comparison Chart
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FSMDX vs. TVCFX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. TVCFX (565M). 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). FSMDX (27.48) and TVCFX (26.64) have marching annual gain over last year. FSMDX return over 5 years is better than : 57.97 vs. TVCFX (-2.43).
| 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 | 13.332 | 14.890 | 90% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 565M | 6,336% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 27.48 | 26.64 | 103% |
| Returns for 3 years | 13.12 | -25.54 | -51% |
| Returns for 5 years | 57.97 | -2.43 | -2,386% |
| Returns for 10 years | 119.83 | 43.21 | 277% |
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