Ad is loading...
FSMDX vs TVIFX
FSMDX vs TVIFX Comparison
Open Charts FSMDX vs TVIFX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core I
Price$87.99
Change-$1.05 (-1.18%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVIFX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. TVIFX commentary
Dec 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. TVIFX (605M). 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 : 27.97 vs. FSMDX (20.70). FSMDX return over 5 years is better than : 57.26 vs. TVIFX (11.26).
| 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 | 19.211 | 25.898 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 605M | 6,545% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 27.97 | 74% |
| Returns for 3 years | 19.14 | 21.19 | 90% |
| Returns for 5 years | 57.26 | 11.26 | 508% |
| Returns for 10 years | 122.53 | 75.59 | 162% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers