Interact to see
Advertisement
Advertisement
FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
Monteagle Opportunity Equity I
Price$5.24
Change+$0.01 (+0.19%)
VolumeN/A
Net Assets16.49M
FSMDX vs HEQFX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. HEQFX commentary
Dec 28, 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 HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. HEQFX (16.5M). FSMDX pays higher dividends than HEQFX: FSMDX (1.24) vs HEQFX (0.20). FSMDX was incepted earlier than HEQFX: FSMDX (14 years) vs HEQFX (28 years). HEQFX (1.78) is less costly to investors than FSMDX (0.03). HEQFX is a more actively managed with annual turnover of: 69.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than HEQFX: FSMDX (0) vs HEQFX (2000). FSMDX annual gain was more profitable for investors over the last year : 9.30 vs. HEQFX (5.03). FSMDX return over 5 years is better than : 46.87 vs. HEQFX (-15.15).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | 0.03 | 1.78 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.78 | 1% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 11.433 | 11.501 | 99% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 16.5M | 277,576% |
| Annual Yield % from dividends | 1.24 | 0.20 | 630% |
| Returns for 1 year | 9.30 | 5.03 | 185% |
| Returns for 3 years | 49.15 | -5.92 | -831% |
| Returns for 5 years | 46.87 | -15.15 | -309% |
| Returns for 10 years | 149.39 | -7.35 | -2,033% |