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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Monteagle Opportunity Equity I
Price$4.93
Change-$0.11 (-2.18%)
VolumeN/A
Net Assets16.75M
FSMDX vs HEQFX Comparison Chart in %
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FSMDX vs. HEQFX commentary
Feb 05, 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 HEQFX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. HEQFX (16.8M). FSMDX pays higher dividends than HEQFX: FSMDX (1.07) vs HEQFX (0.26). FSMDX was incepted earlier than HEQFX: FSMDX (14 years) vs HEQFX (28 years). HEQFX (1.81) 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 : 10.78 vs. HEQFX (2.80). FSMDX return over 5 years is better than : 44.63 vs. HEQFX (-24.29).
| FSMDX | HEQFX | FSMDX / HEQFX | |
| Total Expense Ratio | 0.03 | 1.81 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 1.81 | 1% |
| Fund Existence | 14 years | 28 years | - |
| Gain YTD | 3.683 | 5.794 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 16.8M | 279,167% |
| Annual Yield % from dividends | 1.07 | 0.26 | 404% |
| Returns for 1 year | 10.78 | 2.80 | 385% |
| Returns for 3 years | 39.55 | -12.44 | -318% |
| Returns for 5 years | 44.63 | -24.29 | -184% |
| Returns for 10 years | 187.08 | -6.25 | -2,993% |
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