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FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Thornburg Small/Mid Cap Core R5
Price$87.83
Change-$1.05 (-1.18%)
VolumeN/A
CapitalizationN/A
FSMDX vs TVRRX Comparison Chart
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FSMDX vs. TVRRX 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 Buy and TVRRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. TVRRX (605M). FSMDX pays higher dividends than TVRRX: FSMDX (1.28) vs TVRRX (0.00). FSMDX was incepted earlier than TVRRX: FSMDX (13 years) vs TVRRX (20 years). TVRRX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (9.00). FSMDX (0) and TVRRX (0) have matching initial minimum investment requirements. TVRRX annual gain was more profitable for investors over the last year : 27.96 vs. FSMDX (20.70). FSMDX return over 5 years is better than : 57.26 vs. TVRRX (11.20).
| FSMDX | TVRRX | FSMDX / TVRRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 20 years | - |
| Gain YTD | 19.211 | 25.903 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 605M | 6,545% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 27.96 | 74% |
| Returns for 3 years | 19.14 | 21.19 | 90% |
| Returns for 5 years | 57.26 | 11.20 | 511% |
| Returns for 10 years | 122.53 | 75.76 | 162% |