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FSMAX vs SPMIX
FSMAX vs SPMIX Comparison
Open Charts FSMAX vs SPMIX
Fidelity Extended Market Index
Price$96.46
Change-$0.29 (-0.30%)
VolumeN/A
Net Assets39.63B
Shelton S&P Midcap Index Investor
Price$25.89
Change-$0.15 (-0.58%)
VolumeN/A
Net Assets105.79M
FSMAX vs SPMIX Comparison Chart in %
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FSMAX vs. SPMIX commentary
Aug 17, 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 Buy and SPMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. SPMIX (106M). SPMIX pays higher dividends than FSMAX: SPMIX (0.90) vs FSMAX (0.46). FSMAX was incepted earlier than SPMIX: FSMAX (14 years) vs SPMIX (33 years). SPMIX (0.64) is less costly to investors than FSMAX (0.04). SPMIX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SPMIX: FSMAX (0) vs SPMIX (1000). FSMAX annual gain was more profitable for investors over the last year : 16.65 vs. SPMIX (-2.58). FSMAX return over 5 years is better than : 52.87 vs. SPMIX (17.14).
| FSMAX | SPMIX | FSMAX / SPMIX | |
| Total Expense Ratio | 0.04 | 0.64 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.64 | 5% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | 6.140 | 2.175 | 282% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 106M | 37,358% |
| Annual Yield % from dividends | 0.46 | 0.90 | 51% |
| Returns for 1 year | 16.65 | -2.58 | -646% |
| Returns for 3 years | 34.54 | 0.51 | 6,748% |
| Returns for 5 years | 52.87 | 17.14 | 309% |
| Returns for 10 years | 84.94 | -6.24 | -1,362% |
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