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FSMDX vs TVRRX
FSMDX vs TVRRX Comparison
Open Charts FSMDX vs TVRRX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Thornburg Small/Mid Cap Core R5
Price$83.86
Change+$0.90 (+1.08%)
VolumeN/A
Net Assets495.72M
FSMDX vs TVRRX Comparison Chart in %
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FSMDX vs. TVRRX commentary
Jul 05, 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: 42.4B vs. TVRRX (496M). FSMDX pays higher dividends than TVRRX: FSMDX (1.31) 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 : 16.46 vs. TVRRX (13.19). FSMDX return over 5 years is better than : 78.71 vs. TVRRX (19.82).
| 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 | 6.803 | 0.251 | 2,710% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 496M | 8,548% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 16.46 | 13.19 | 125% |
| Returns for 3 years | 48.44 | 35.07 | 138% |
| Returns for 5 years | 78.71 | 19.82 | 397% |
| Returns for 10 years | 123.56 | 56.76 | 218% |
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