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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R3
Price$81.10
Change-$0.98 (-1.19%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Nov 18, 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 Buy and TVRFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. TVRFX (584M). 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. TVRFX annual gain was more profitable for investors over the last year : 33.67 vs. FSMDX (31.21). FSMDX return over 5 years is better than : 60.20 vs. TVRFX (9.02).
| 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 | 18.509 | 22.397 | 83% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 584M | 6,216% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 31.21 | 33.67 | 93% |
| Returns for 3 years | 9.29 | -21.13 | -44% |
| Returns for 5 years | 60.20 | 9.02 | 668% |
| Returns for 10 years | 121.13 | 66.39 | 182% |
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