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FSMDX vs TVIRX
FSMDX vs TVIRX Comparison
Open Charts FSMDX vs TVIRX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R4
Price$82.54
Change-$0.99 (-1.19%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVIRX Comparison Chart
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FSMDX vs. TVIRX 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 TVIRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. TVIRX (584M). 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. TVIRX annual gain was more profitable for investors over the last year : 33.82 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. TVIRX (9.95).
| 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 | 18.509 | 22.499 | 82% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| 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 | 33.82 | 92% |
| Returns for 3 years | 9.29 | -20.55 | -45% |
| Returns for 5 years | 60.20 | 9.95 | 605% |
| Returns for 10 years | 121.13 | 68.53 | 177% |