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FSMDX vs TVRFX
FSMDX vs TVRFX Comparison
Open Charts FSMDX vs TVRFX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R3
Price$76.72
Change-$0.54 (-0.70%)
VolumeN/A
CapitalizationN/A
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FSMDX vs TVRFX Comparison Chart
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FSMDX vs. TVRFX commentary
Sep 21, 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: 35.8B vs. TVRFX (565M). 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 annual gain was more profitable for investors over the last year : 27.48 vs. TVRFX (23.09). FSMDX return over 5 years is better than : 57.97 vs. TVRFX (4.43).
| 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 | 13.332 | 13.855 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 565M | 6,336% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 27.48 | 23.09 | 119% |
| Returns for 3 years | 13.12 | -22.68 | -58% |
| Returns for 5 years | 57.97 | 4.43 | 1,310% |
| Returns for 10 years | 119.83 | 56.15 | 213% |
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