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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core R3
Price$68.74
Change+$1.80 (+2.69%)
VolumeN/A
Net Assets435.26M
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Apr 25, 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 TVRFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. TVRFX (435M). FSMDX pays higher dividends than TVRFX: FSMDX (1.20) vs TVRFX (0.00). FSMDX was incepted earlier than TVRFX: FSMDX (14 years) vs TVRFX (22 years). TVRFX (1.88) is less costly to investors than FSMDX (0.03). TVRFX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (8.00). FSMDX (0) and TVRFX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 2.08 vs. TVRFX (-1.48). FSMDX return over 5 years is better than : 77.28 vs. TVRFX (10.67).
| FSMDX | TVRFX | FSMDX / TVRFX | |
| Total Expense Ratio | 0.03 | 1.31 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.88 | 1% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -7.137 | -13.174 | 54% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 435M | 8,644% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 2.08 | -1.48 | -141% |
| Returns for 3 years | 12.77 | 3.33 | 384% |
| Returns for 5 years | 77.28 | 10.67 | 724% |
| Returns for 10 years | 89.07 | 30.82 | 289% |
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