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FSMDX vs HEQCX
FSMDX vs HEQCX Comparison
Open Charts FSMDX vs HEQCX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
Monteagle Opportunity Equity Instl
Price$5.87
Change+$0.06 (+1.03%)
VolumeN/A
Net Assets16.12M
FSMDX vs HEQCX Comparison Chart in %
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FSMDX vs. HEQCX commentary
Dec 04, 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 StrongBuy and HEQCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. HEQCX (16.1M). FSMDX pays higher dividends than HEQCX: FSMDX (1.24) vs HEQCX (0.45). 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 : 3.88 vs. FSMDX (1.54). FSMDX return over 5 years is better than : 48.70 vs. HEQCX (-1.31).
| 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 | 10.097 | 8.525 | 118% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 16.1M | 284,472% |
| Annual Yield % from dividends | 1.24 | 0.45 | 277% |
| Returns for 1 year | 1.54 | 3.88 | 40% |
| Returns for 3 years | 38.99 | -0.92 | -4,216% |
| Returns for 5 years | 48.70 | -1.31 | -3,717% |
| Returns for 10 years | 136.04 | -31.82 | -428% |
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