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FMIUX vs FSMDX
FMIUX vs FSMDX Comparison
Open Charts FMIUX vs FSMDX
FMI Common Stock Institutional
Price$39.07
Change+$0.04 (+0.10%)
VolumeN/A
Net Assets2.33B
Fidelity Mid Cap Index
Price$35.42
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets37.02B
FMIUX vs FSMDX Comparison Chart
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FMIUX vs. FSMDX commentary
Jan 24, 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 FMIUX is a Buy and FSMDX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. FMIUX (2.33B). FSMDX pays higher dividends than FMIUX: FSMDX (1.28) vs FMIUX (0.32). FMIUX was incepted earlier than FSMDX: FMIUX (8 years) vs FSMDX (13 years). FMIUX is a more actively managed with annual turnover of: 23.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than FMIUX: FSMDX (0) vs FMIUX (100000). FSMDX annual gain was more profitable for investors over the last year : 20.38 vs. FMIUX (15.35). FSMDX return over 5 years is better than : 57.29 vs. FMIUX (53.19).
| FMIUX | FSMDX | FMIUX / FSMDX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 8 years | 13 years | - |
| Gain YTD | 5.515 | 4.649 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 100000 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 2.33B | 37B | 6% |
| Annual Yield % from dividends | 0.32 | 1.28 | 25% |
| Returns for 1 year | 15.35 | 20.38 | 75% |
| Returns for 3 years | 30.78 | 27.13 | 113% |
| Returns for 5 years | 53.19 | 57.29 | 93% |
| Returns for 10 years | N/A | 122.45 | - |