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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$57.07
Change+$0.47 (+0.83%)
VolumeN/A
Net Assets738.7M
Fidelity Mid Cap Index
Price$33.15
Change+$0.41 (+1.25%)
VolumeN/A
Net Assets37.64B
FAMEX vs FSMDX Comparison Chart
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FAMEX vs. FSMDX commentary
Apr 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 FAMEX is a StrongBuy and FSMDX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. FAMEX (739M). FSMDX pays higher dividends than FAMEX: FSMDX (1.20) vs FAMEX (0.12). FAMEX was incepted earlier than FSMDX: FAMEX (29 years) vs FSMDX (14 years). FAMEX (1.22) is less costly to investors than FSMDX (0.03). FAMEX is a more actively managed with annual turnover of: 10.00 vs. FSMDX (8.00). 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 : 3.64 vs. FAMEX (-2.01). FSMDX return over 5 years is better than : 116.15 vs. FAMEX (106.23).
| 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 | 29 years | 14 years | - |
| Gain YTD | 1.996 | -3.050 | -65% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 739M | 37.6B | 2% |
| Annual Yield % from dividends | 0.12 | 1.20 | 10% |
| Returns for 1 year | -2.01 | 3.64 | -55% |
| Returns for 3 years | 19.12 | 12.50 | 153% |
| Returns for 5 years | 106.23 | 116.15 | 91% |
| Returns for 10 years | 129.35 | 98.36 | 132% |
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