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FSMDX vs TVIRX
FSMDX vs TVIRX Comparison
Open Charts FSMDX vs TVIRX
Fidelity Mid Cap Index
Price$31.20
Change+$2.50 (+8.71%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core R4
Price$68.93
Change+$6.43 (+10.29%)
VolumeN/A
Net Assets402.96M
FSMDX vs TVIRX Comparison Chart
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FSMDX vs. TVIRX commentary
Apr 10, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. TVIRX (403M). FSMDX pays higher dividends than TVIRX: FSMDX (1.20) vs TVIRX (0.00). FSMDX was incepted earlier than TVIRX: FSMDX (14 years) vs TVIRX (18 years). TVIRX (2.16) is less costly to investors than FSMDX (0.03). TVIRX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (8.00). FSMDX (0) and TVIRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. TVIRX (-14.83). FSMDX return over 5 years is better than : 61.73 vs. TVIRX (0.77).
| FSMDX | TVIRX | FSMDX / TVIRX | |
| Total Expense Ratio | 0.03 | 1.21 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 2.16 | 1% |
| Fund Existence | 14 years | 18 years | - |
| Gain YTD | -15.013 | -22.447 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 403M | 9,330% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -9.80 | -14.83 | 66% |
| Returns for 3 years | 0.43 | -10.35 | -4% |
| Returns for 5 years | 61.73 | 0.77 | 8,031% |
| Returns for 10 years | 71.81 | 19.92 | 360% |
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