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FSMAX vs MIDKX
FSMAX vs MIDKX Comparison
Open Charts FSMAX vs MIDKX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
Shelton S&P Midcap Index K
Price$24.24
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets104.68M
FSMAX vs MIDKX Comparison Chart in %
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FSMAX vs. MIDKX commentary
Aug 08, 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 FSMAX is a Hold and MIDKX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. MIDKX (105M). FSMAX (0.46) and MIDKX (0.44) have matching dividends . FSMAX was incepted earlier than MIDKX: FSMAX (14 years) vs MIDKX (22 years). MIDKX (1.14) is less costly to investors than FSMAX (0.04). MIDKX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than MIDKX: FSMAX (0) vs MIDKX (1000). FSMAX annual gain was more profitable for investors over the last year : 21.74 vs. MIDKX (-0.25). FSMAX return over 5 years is better than : 51.34 vs. MIDKX (11.62).
| FSMAX | MIDKX | FSMAX / MIDKX | |
| Total Expense Ratio | 0.04 | 1.14 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.14 | 3% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 4.478 | 0.522 | 858% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 105M | 37,714% |
| Annual Yield % from dividends | 0.46 | 0.44 | 105% |
| Returns for 1 year | 21.74 | -0.25 | -8,775% |
| Returns for 3 years | 37.63 | 1.21 | 3,098% |
| Returns for 5 years | 51.34 | 11.62 | 442% |
| Returns for 10 years | 81.66 | -14.54 | -562% |
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