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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$59.36
Change+$0.24 (+0.41%)
VolumeN/A
Net Assets775.31M
Fidelity Mid Cap Index
Price$35.59
Change+$0.18 (+0.51%)
VolumeN/A
Net Assets42.38B
FAMEX vs FSMDX Comparison Chart in %
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FAMEX vs. FSMDX commentary
Jul 17, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. FAMEX (775M). FSMDX pays higher dividends than FAMEX: FSMDX (1.31) vs FAMEX (0.09). 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). 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 : 8.58 vs. FAMEX (-1.06). FSMDX return over 5 years is better than : 70.17 vs. FAMEX (63.67).
| 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 | 6.556 | 5.111 | 128% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 775M | 42.4B | 2% |
| Annual Yield % from dividends | 0.09 | 1.31 | 7% |
| Returns for 1 year | -1.06 | 8.58 | -12% |
| Returns for 3 years | 41.37 | 45.92 | 90% |
| Returns for 5 years | 63.67 | 70.17 | 91% |
| Returns for 10 years | 143.69 | 117.56 | 122% |
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