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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$37.20
Change+$0.06 (+0.16%)
VolumeN/A
Net Assets45.03B
Monteagle Opportunity Equity Instl
Price$5.83
Change+$0.01 (+0.17%)
VolumeN/A
Net Assets16.09M
FSMDX vs HEQCX Comparison Chart in %
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FSMDX vs. HEQCX commentary
Nov 14, 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 HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. HEQCX (16.1M). FSMDX pays higher dividends than HEQCX: FSMDX (1.26) vs HEQCX (0.46). FSMDX was incepted earlier than HEQCX: FSMDX (14 years) vs HEQCX (14 years). HEQCX (1.31) is less costly to investors than FSMDX (0.03). HEQCX is a more actively managed with annual turnover of: 54.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HEQCX: FSMDX (0) vs HEQCX (1000000). HEQCX annual gain was more profitable for investors over the last year : 4.93 vs. FSMDX (4.21). FSMDX return over 5 years is better than : 55.45 vs. HEQCX (1.66).
| FSMDX | HEQCX | FSMDX / HEQCX | |
| Total Expense Ratio | 0.03 | 1.31 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.31 | 2% |
| Fund Existence | 14 years | 14 years | - |
| Gain YTD | 10.246 | 8.711 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 16.1M | 279,503% |
| Annual Yield % from dividends | 1.26 | 0.46 | 275% |
| Returns for 1 year | 4.21 | 4.93 | 85% |
| Returns for 3 years | 41.46 | 0.97 | 4,262% |
| Returns for 5 years | 55.45 | 1.66 | 3,337% |
| Returns for 10 years | 143.82 | -29.44 | -489% |
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