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FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$30.95
Change+$0.83 (+2.76%)
VolumeN/A
Net Assets37.64B
Thornburg Small/Mid Cap Core R5
Price$70.81
Change+$1.47 (+2.12%)
VolumeN/A
Net Assets426.62M
FSMDX vs TVRRX Comparison Chart
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FSMDX vs. TVRRX commentary
Apr 24, 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 (427M). 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 : -0.68 vs. TVRRX (-3.55). FSMDX return over 5 years is better than : 72.73 vs. TVRRX (10.79).
| 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 | -10.808 | -17.107 | 63% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 427M | 8,806% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | -0.68 | -3.55 | 19% |
| Returns for 3 years | 8.80 | -0.06 | -14,884% |
| Returns for 5 years | 72.73 | 10.79 | 674% |
| Returns for 10 years | 80.31 | 28.60 | 281% |
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