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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$54.68
Change+$0.25 (+0.46%)
VolumeN/A
Net Assets709.19M
Fidelity Mid Cap Index
Price$31.36
Change+$0.41 (+1.32%)
VolumeN/A
Net Assets37.64B
FAMEX vs FSMDX Comparison Chart
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FAMEX vs. FSMDX commentary
Apr 25, 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: 37.6B vs. FAMEX (709M). 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 : 0.81 vs. FAMEX (-2.97). FSMDX (74.96) and FAMEX (74.69) have equivalent 5 years return.
| 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 | -1.914 | -8.351 | 23% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 709M | 37.6B | 2% |
| Annual Yield % from dividends | 0.12 | 1.20 | 10% |
| Returns for 1 year | -2.97 | 0.81 | -367% |
| Returns for 3 years | 18.98 | 11.80 | 161% |
| Returns for 5 years | 74.69 | 74.96 | 100% |
| Returns for 10 years | 116.89 | 85.27 | 137% |
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