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FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$33.25
Change+$0.44 (+1.34%)
VolumeN/A
Net Assets37.69B
Thornburg Small/Mid Cap Core R5
Price$76.98
Change+$1.39 (+1.84%)
VolumeN/A
Net Assets455.31M
FSMDX vs TVRRX Comparison Chart
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FSMDX vs. TVRRX commentary
May 09, 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: 37.7B vs. TVRRX (455M). FSMDX pays higher dividends than TVRRX: FSMDX (1.21) 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: 32.79 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 : 5.24 vs. TVRRX (3.76). FSMDX return over 5 years is better than : 75.46 vs. TVRRX (15.54).
| 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 | -2.843 | -7.974 | 36% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 455M | 8,286% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 5.24 | 3.76 | 139% |
| Returns for 3 years | 29.17 | 21.82 | 134% |
| Returns for 5 years | 75.46 | 15.54 | 486% |
| Returns for 10 years | 98.68 | 42.72 | 231% |
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