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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$58.56
Change-$0.20 (-0.34%)
VolumeN/A
Net Assets763.22M
Fidelity Mid Cap Index
Price$35.87
Change-$0.12 (-0.33%)
VolumeN/A
Net Assets43.39B
FAMEX vs FSMDX Comparison Chart in %
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FAMEX vs. FSMDX commentary
Aug 07, 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 Hold and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. FAMEX (763M). FSMDX pays higher dividends than FAMEX: FSMDX (1.29) 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 : 17.73 vs. FAMEX (5.25). FSMDX return over 5 years is better than : 67.09 vs. FAMEX (57.53).
| 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 | 5.907 | 6.832 | 86% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 763M | 43.4B | 2% |
| Annual Yield % from dividends | 0.09 | 1.29 | 7% |
| Returns for 1 year | 5.25 | 17.73 | 30% |
| Returns for 3 years | 27.71 | 36.14 | 77% |
| Returns for 5 years | 57.53 | 67.09 | 86% |
| Returns for 10 years | 143.16 | 124.51 | 115% |
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