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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core R3
Price$66.61
Change-$5.29 (-7.36%)
VolumeN/A
Net Assets473.08M
FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Apr 04, 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: 37.6B vs. TVRFX (473M). 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 : 4.57 vs. TVRFX (-0.29). FSMDX return over 5 years is better than : 118.86 vs. TVRFX (33.17).
| 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 | -1.836 | -9.183 | 20% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 473M | 7,949% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 4.57 | -0.29 | -1,570% |
| Returns for 3 years | 13.46 | 1.44 | 937% |
| Returns for 5 years | 118.86 | 33.17 | 358% |
| Returns for 10 years | 99.53 | 40.78 | 244% |
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