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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Monteagle Opportunity Equity Instl
Price$5.72
Change-$0.06 (-1.04%)
VolumeN/A
Net Assets16.86M
FSMDX vs HEQCX Comparison Chart in %
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FSMDX vs. HEQCX commentary
Feb 04, 2026
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 HEQCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. HEQCX (16.9M). FSMDX pays higher dividends than HEQCX: FSMDX (1.07) vs HEQCX (0.73). FSMDX was incepted earlier than HEQCX: FSMDX (14 years) vs HEQCX (15 years). HEQCX (1.31) is less costly to investors than FSMDX (0.03). HEQCX is a more actively managed with annual turnover of: 69.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HEQCX: FSMDX (0) vs HEQCX (1000000). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. HEQCX (4.65). FSMDX return over 5 years is better than : 44.63 vs. HEQCX (-10.80).
| 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 | 15 years | - |
| Gain YTD | 3.683 | 5.730 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 16.9M | 277,515% |
| Annual Yield % from dividends | 1.07 | 0.73 | 147% |
| Returns for 1 year | 10.78 | 4.65 | 232% |
| Returns for 3 years | 39.55 | -0.34 | -11,713% |
| Returns for 5 years | 44.63 | -10.80 | -413% |
| Returns for 10 years | 187.08 | 15.33 | 1,220% |
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