Interact to see
Advertisement
Advertisement
FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$55.87
Change+$1.18 (+2.16%)
VolumeN/A
Net Assets690.49M
Fidelity Mid Cap Index
Price$36.00
Change+$0.67 (+1.90%)
VolumeN/A
Net Assets45.03B
FAMEX vs FSMDX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FAMEX vs. FSMDX commentary
Nov 23, 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: 45B vs. FAMEX (690M). FSMDX pays higher dividends than FAMEX: FSMDX (1.26) 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 : -1.61 vs. FAMEX (-10.79). FSMDX return over 5 years is better than : 46.21 vs. FAMEX (32.90).
| 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 | -1.402 | 4.873 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 690M | 45B | 2% |
| Annual Yield % from dividends | 0.09 | 1.26 | 7% |
| Returns for 1 year | -10.79 | -1.61 | 671% |
| Returns for 3 years | 16.78 | 35.16 | 48% |
| Returns for 5 years | 32.90 | 46.21 | 71% |
| Returns for 10 years | 120.17 | 124.32 | 97% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| OASC | 27.93 | 0.63 | +2.30% |
| OneAscent Enhanced Small and Mid Cap ETF | |||
| EFNL | 44.17 | 0.64 | +1.47% |
| iShares MSCI Finland ETF | |||
| IQLT | 43.79 | 0.59 | +1.37% |
| iShares MSCI Intl Quality Factor ETF | |||
| BGX | 11.62 | 0.07 | +0.61% |
| Blackstone Long-Short Credit Income Fund | |||
| GCOR | 41.79 | 0.10 | +0.25% |
| Goldman Sachs Access US Aggregate Bd ETF | |||