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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R3
Price$79.60
Change-$3.53 (-4.25%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Dec 19, 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 Hold and TVRFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. TVRFX (598M). FSMDX pays higher dividends than TVRFX: FSMDX (1.28) vs TVRFX (0.00). FSMDX was incepted earlier than TVRFX: FSMDX (13 years) vs TVRFX (21 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 (20.70) and TVRFX (20.42) have marching annual gain over last year. FSMDX return over 5 years is better than : 57.26 vs. TVRFX (3.43).
| FSMDX | TVRFX | FSMDX / TVRFX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 21 years | - |
| Gain YTD | 19.211 | 20.133 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 598M | 6,622% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 20.42 | 101% |
| Returns for 3 years | 19.14 | 14.81 | 129% |
| Returns for 5 years | 57.26 | 3.43 | 1,671% |
| Returns for 10 years | 122.53 | 62.36 | 196% |
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