Ad is loading...
FSMAX vs SPMIX
FSMAX vs SPMIX Comparison
Open Charts FSMAX vs SPMIX
Fidelity Extended Market Index
Price$77.15
Change+$1.14 (+1.50%)
VolumeN/A
Net Assets36.55B
Shelton S&P Midcap Index Investor
Price$22.22
Change+$0.31 (+1.41%)
VolumeN/A
Net Assets91.3M
FSMAX vs SPMIX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SPMIX commentary
Apr 12, 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: 36.5B vs. SPMIX (91.3M). SPMIX pays higher dividends than FSMAX: SPMIX (0.92) vs FSMAX (0.53). 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 : -5.89 vs. SPMIX (-15.81). FSMAX return over 5 years is better than : 59.91 vs. SPMIX (21.73).
| 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 | -16.362 | -13.754 | 119% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 91.3M | 39,978% |
| Annual Yield % from dividends | 0.53 | 0.92 | 58% |
| Returns for 1 year | -5.89 | -15.81 | 37% |
| Returns for 3 years | 3.94 | -13.80 | -29% |
| Returns for 5 years | 59.91 | 21.73 | 276% |
| Returns for 10 years | 42.51 | -21.99 | -193% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| PDX | 20.35 | 0.62 | +3.16% |
| PIMCO Dynamic Income Strategy Fund | |||
| VOT | 233.06 | 3.78 | +1.65% |
| Vanguard Mid-Cap Growth ETF | |||
| AVSU | 59.15 | 0.82 | +1.41% |
| Avantis Responsible US Equity ETF | |||
| ONOF | 30.44 | 0.04 | +0.15% |
| Global X Adaptive US Risk Management ETF | |||
| OVM | 20.31 | -0.14 | -0.69% |
| Overlay Shares Municipal Bond ETF | |||