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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Thornburg Small/Mid Cap Core R3
Price$82.11
Change+$0.13 (+0.16%)
VolumeN/A
Net Assets587.98M
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. TVRFX (588M). 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. TVRFX annual gain was more profitable for investors over the last year : 27.94 vs. FSMDX (21.14). FSMDX return over 5 years is better than : 54.11 vs. TVRFX (3.42).
| 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 | 3.642 | 3.714 | 98% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 588M | 6,293% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 21.14 | 27.94 | 76% |
| Returns for 3 years | 20.66 | 17.40 | 119% |
| Returns for 5 years | 54.11 | 3.42 | 1,580% |
| Returns for 10 years | 124.41 | 70.46 | 177% |
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