Ad is loading...
FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Thornburg Small/Mid Cap Core R5
Price$81.04
Change-$2.46 (-2.95%)
VolumeN/A
Net Assets538.37M
FSMDX vs TVRRX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. TVRRX commentary
Feb 23, 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 TVRRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 38.6B vs. TVRRX (538M). 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. FSMDX (12.97) and TVRRX (12.76) have marching annual gain over last year. FSMDX return over 5 years is better than : 51.19 vs. TVRRX (1.13).
| 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 | 1.717 | -3.120 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 538M | 7,175% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | 12.76 | 102% |
| Returns for 3 years | 24.51 | 16.70 | 147% |
| Returns for 5 years | 51.19 | 1.13 | 4,516% |
| Returns for 10 years | 107.43 | 55.64 | 193% |