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FSMDX vs TVIFX
FSMDX vs TVIFX Comparison
Open Charts FSMDX vs TVIFX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core I
Price$85.81
Change-$1.03 (-1.19%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVIFX Comparison Chart
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FSMDX vs. TVIFX commentary
Nov 18, 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 TVIFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. TVIFX (584M). FSMDX pays higher dividends than TVIFX: FSMDX (1.28) vs TVIFX (0.00). FSMDX was incepted earlier than TVIFX: FSMDX (13 years) vs TVIFX (26 years). TVIFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than TVIFX: FSMDX (0) vs TVIFX (2500000). TVIFX annual gain was more profitable for investors over the last year : 34.16 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. TVIFX (12.17).
| FSMDX | TVIFX | FSMDX / TVIFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 18.509 | 22.779 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 584M | 6,216% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 31.21 | 34.16 | 91% |
| Returns for 3 years | 9.29 | -19.19 | -48% |
| Returns for 5 years | 60.20 | 12.17 | 494% |
| Returns for 10 years | 121.13 | 72.28 | 168% |
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