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FSMAX vs SPMIX
FSMAX vs SPMIX Comparison
Open Charts FSMAX vs SPMIX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Shelton S&P Midcap Index Investor
Price$26.45
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets112.31M
FSMAX vs SPMIX Comparison Chart
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FSMAX vs. SPMIX commentary
Jan 19, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. SPMIX (112M). FSMAX pays higher dividends than SPMIX: FSMAX (1.10) vs SPMIX (0.90). FSMAX was incepted earlier than SPMIX: FSMAX (13 years) vs SPMIX (33 years). FSMAX is a more actively managed with annual turnover of: 18.00 vs. SPMIX (13.00). 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 : 26.14 vs. SPMIX (10.30). FSMAX return over 5 years is better than : 48.39 vs. SPMIX (11.51).
| FSMAX | SPMIX | FSMAX / SPMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 3.994 | 3.848 | 104% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 112M | 36,429% |
| Annual Yield % from dividends | 1.10 | 0.90 | 121% |
| Returns for 1 year | 26.14 | 10.30 | 254% |
| Returns for 3 years | 21.40 | -0.62 | -3,461% |
| Returns for 5 years | 48.39 | 11.51 | 420% |
| Returns for 10 years | 90.18 | 0.70 | 12,844% |
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