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FSMAX vs MIDKX
FSMAX vs MIDKX Comparison
Open Charts FSMAX vs MIDKX
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
Shelton S&P Midcap Index K
Price$25.33
Change+$0.15 (+0.60%)
VolumeN/A
Net Assets107.68M
FSMAX vs MIDKX Comparison Chart in %
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FSMAX vs. MIDKX commentary
Aug 29, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. MIDKX (108M). 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 : 17.59 vs. MIDKX (-3.42). FSMAX return over 5 years is better than : 52.77 vs. MIDKX (15.09).
| 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 | 9.067 | 4.205 | 216% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 108M | 36,667% |
| Annual Yield % from dividends | 0.46 | 0.44 | 105% |
| Returns for 1 year | 17.59 | -3.42 | -514% |
| Returns for 3 years | 48.67 | 5.66 | 860% |
| Returns for 5 years | 52.77 | 15.09 | 350% |
| Returns for 10 years | 100.52 | -6.41 | -1,567% |
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