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FSMDX vs TVIRX
FSMDX vs TVIRX Comparison
Open Charts FSMDX vs TVIRX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Thornburg Small/Mid Cap Core R4
Price$78.04
Change-$2.38 (-2.96%)
VolumeN/A
Net Assets554.74M
FSMDX vs TVIRX Comparison Chart
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FSMDX vs. TVIRX commentary
Feb 22, 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 Buy and TVIRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. TVIRX (555M). FSMDX pays higher dividends than TVIRX: FSMDX (1.28) vs TVIRX (0.00). FSMDX was incepted earlier than TVIRX: FSMDX (13 years) vs TVIRX (18 years). TVIRX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX (0) and TVIRX (0) have matching initial minimum investment requirements. FSMDX (17.84) and TVIRX (17.44) have marching annual gain over last year. FSMDX return over 5 years is better than : 55.81 vs. TVIRX (1.98).
| FSMDX | TVIRX | FSMDX / TVIRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 4.827 | -0.211 | -2,288% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 555M | 6,955% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 17.84 | 17.44 | 102% |
| Returns for 3 years | 26.82 | 17.77 | 151% |
| Returns for 5 years | 55.81 | 1.98 | 2,817% |
| Returns for 10 years | 113.89 | 57.76 | 197% |
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