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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Thornburg Small/Mid Cap Core R3
Price$76.66
Change-$2.33 (-2.95%)
VolumeN/A
Net Assets538.37M
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Feb 23, 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 Hold and TVRFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. TVRFX (538M). FSMDX pays higher dividends than TVRFX: FSMDX (1.28) vs TVRFX (0.00). FSMDX was incepted earlier than TVRFX: FSMDX (13 years) vs TVRFX (22 years). TVRFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX (0) and TVRFX (0) have matching initial minimum investment requirements. FSMDX (12.97) and TVRFX (12.36) have marching annual gain over last year. FSMDX return over 5 years is better than : 51.19 vs. TVRFX (-1.95).
| FSMDX | TVRFX | FSMDX / TVRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 1.717 | -3.170 | -54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 538M | 7,175% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | 12.36 | 105% |
| Returns for 3 years | 24.51 | 15.46 | 159% |
| Returns for 5 years | 51.19 | -1.95 | -2,621% |
| Returns for 10 years | 107.43 | 50.18 | 214% |