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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$59.03
Change+$0.35 (+0.60%)
VolumeN/A
Net Assets757.83M
Fidelity Mid Cap Index
Price$37.23
Change-$0.24 (-0.64%)
VolumeN/A
Net Assets45.37B
FAMEX vs FSMDX Comparison Chart in %
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FAMEX vs. FSMDX commentary
Oct 09, 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 FAMEX is a Buy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. FAMEX (758M). FSMDX pays higher dividends than FAMEX: FSMDX (1.25) vs FAMEX (0.09). FAMEX was incepted earlier than FSMDX: FAMEX (30 years) vs FSMDX (14 years). FAMEX (1.22) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. FAMEX (7.00). FSMDX has a lower initial minimum investment than FAMEX: FSMDX (0) vs FAMEX (500). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. FAMEX (-1.96). FSMDX return over 5 years is better than : 63.19 vs. FAMEX (47.57).
| FAMEX | FSMDX | FAMEX / FSMDX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,880% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,880% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 5.791 | 10.513 | 55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 758M | 45.4B | 2% |
| Annual Yield % from dividends | 0.09 | 1.25 | 7% |
| Returns for 1 year | -1.96 | 10.78 | -18% |
| Returns for 3 years | 40.15 | 57.40 | 70% |
| Returns for 5 years | 47.57 | 63.19 | 75% |
| Returns for 10 years | 141.52 | 139.28 | 102% |
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