FSMAX
Price
$96.71
Change
+$1.90 (+2.00%)
Updated
Nov 21 closing price
Net Assets
41.46B
SPMIX
Price
$26.01
Change
+$0.60 (+2.36%)
Updated
Nov 21 closing price
Net Assets
101.37M
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FSMAX vs SPMIX

Header iconFSMAX vs SPMIX Comparison
Open Charts FSMAX vs SPMIXBanner chart's image
Fidelity Extended Market Index
Price$96.71
Change+$1.90 (+2.00%)
VolumeN/A
Net Assets41.46B
Shelton S&P Midcap Index Investor
Price$26.01
Change+$0.60 (+2.36%)
VolumeN/A
Net Assets101.37M
FSMAX vs SPMIX Comparison Chart in %
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FSMAX vs. SPMIX commentary
Nov 23, 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 SPMIX is a Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. SPMIX (101M). SPMIX pays higher dividends than FSMAX: SPMIX (0.83) vs FSMAX (0.43). FSMAX was incepted earlier than SPMIX: FSMAX (14 years) vs SPMIX (34 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 (15.00). 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 : -0.60 vs. SPMIX (-12.44). FSMAX return over 5 years is better than : 30.81 vs. SPMIX (4.04).
FSMAXSPMIXFSMAX / SPMIX
Total Expense Ratio0.040.645%
Annual Report Gross Expense Ratio0.040.645%
Fund Existence14 years34 years-
Gain YTD4.3240.482897%
Front LoadN/AN/A-
Min. Initial Investment01000-
Min. Initial Investment IRAN/AN/A-
Net Assets41.5B101M41,089%
Annual Yield % from dividends0.430.8352%
Returns for 1 year-0.60-12.445%
Returns for 3 years46.101.732,659%
Returns for 5 years30.814.04762%
Returns for 10 years88.60-5.22-1,699%
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