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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$61.80
Change+$0.44 (+0.72%)
VolumeN/A
CapitalizationN/A
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
FAMEX vs FSMDX Comparison Chart
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FAMEX vs. FSMDX commentary
Nov 23, 2024
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: 36.3B vs. FAMEX (812M). FSMDX pays higher dividends than FAMEX: FSMDX (1.28) vs FAMEX (0.32). FAMEX was incepted earlier than FSMDX: FAMEX (29 years) vs FSMDX (13 years). FAMEX is a more actively managed with annual turnover of: 10.00 vs. FSMDX (9.00). 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 : 32.77 vs. FAMEX (20.61). FAMEX (65.63) and FSMDX (64.70) have equivalent 5 years return.
| FAMEX | FSMDX | FAMEX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 29 years | 13 years | - |
| Gain YTD | 15.254 | 21.582 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 812M | 36.3B | 2% |
| Annual Yield % from dividends | 0.32 | 1.28 | 25% |
| Returns for 1 year | 20.61 | 32.77 | 63% |
| Returns for 3 years | 18.89 | 14.74 | 128% |
| Returns for 5 years | 65.63 | 64.70 | 101% |
| Returns for 10 years | 146.11 | 124.19 | 118% |