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FSMAX vs MIDKX
FSMAX vs MIDKX Comparison
Open Charts FSMAX vs MIDKX
Fidelity Extended Market Index
Price$101.54
Change-$1.22 (-1.19%)
VolumeN/A
Net Assets41.44B
Shelton S&P Midcap Index K
Price$25.25
Change-$0.27 (-1.06%)
VolumeN/A
Net Assets108.17M
FSMAX vs MIDKX Comparison Chart in %
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FSMAX vs. MIDKX commentary
Oct 09, 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: 41.4B vs. MIDKX (108M). FSMAX pays higher dividends than MIDKX: FSMAX (0.44) vs MIDKX (0.39). 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 : 19.58 vs. MIDKX (-2.71). FSMAX return over 5 years is better than : 53.17 vs. MIDKX (13.98).
| 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 | 13.072 | 5.692 | 230% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 108M | 38,333% |
| Annual Yield % from dividends | 0.44 | 0.39 | 112% |
| Returns for 1 year | 19.58 | -2.71 | -722% |
| Returns for 3 years | 70.02 | 17.75 | 394% |
| Returns for 5 years | 53.17 | 13.98 | 380% |
| Returns for 10 years | 107.23 | -6.20 | -1,729% |
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