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FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$30.10
Change-$1.10 (-3.53%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core R5
Price$71.60
Change+$6.68 (+10.29%)
VolumeN/A
Net Assets444.15M
FSMDX vs TVRRX Comparison Chart
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FSMDX vs. TVRRX commentary
Apr 11, 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 Buy and TVRRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. TVRRX (444M). FSMDX pays higher dividends than TVRRX: FSMDX (1.20) vs TVRRX (0.00). FSMDX was incepted earlier than TVRRX: FSMDX (14 years) vs TVRRX (20 years). TVRRX (1.87) is less costly to investors than FSMDX (0.03). TVRRX is a more actively managed with annual turnover of: 46.19 vs. FSMDX (8.00). FSMDX (0) and TVRRX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : -9.80 vs. TVRRX (-14.61). FSMDX return over 5 years is better than : 61.73 vs. TVRRX (2.98).
| FSMDX | TVRRX | FSMDX / TVRRX | |
| Total Expense Ratio | 0.03 | 0.95 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.87 | 1% |
| Fund Existence | 14 years | 20 years | - |
| Gain YTD | -15.013 | -22.391 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 444M | 8,468% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -9.80 | -14.61 | 67% |
| Returns for 3 years | 0.43 | -9.66 | -5% |
| Returns for 5 years | 61.73 | 2.98 | 2,073% |
| Returns for 10 years | 71.81 | 22.72 | 316% |
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