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FSMDX vs HEQFX
FSMDX vs HEQFX Comparison
Open Charts FSMDX vs HEQFX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Monteagle Opportunity Equity I
Price$5.01
Change-$0.07 (-1.38%)
VolumeN/A
Net Assets16.09M
FSMDX vs HEQFX Comparison Chart in %
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FSMDX vs. HEQFX 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 HEQFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. HEQFX (16.1M). FSMDX pays higher dividends than HEQFX: FSMDX (1.26) vs HEQFX (0.20). FSMDX was incepted earlier than HEQFX: FSMDX (14 years) vs HEQFX (27 years). HEQFX (1.78) is less costly to investors than FSMDX (0.03). HEQFX is a more actively managed with annual turnover of: 54.00 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 : 4.21 vs. HEQFX (-3.02). FSMDX return over 5 years is better than : 55.45 vs. HEQFX (-12.73).
| 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 | 27 years | - |
| Gain YTD | 10.246 | 8.097 | 127% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 16.1M | 279,503% |
| Annual Yield % from dividends | 1.26 | 0.20 | 626% |
| Returns for 1 year | 4.21 | -3.02 | -139% |
| Returns for 3 years | 41.46 | -10.69 | -388% |
| Returns for 5 years | 55.45 | -12.73 | -436% |
| Returns for 10 years | 143.82 | -42.95 | -335% |
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