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FSMDX vs FTZFX
FSMDX vs FTZFX Comparison
Open Charts FSMDX vs FTZFX
Fidelity Mid Cap Index
Price$33.81
Change-$0.82 (-2.37%)
VolumeN/A
Net Assets37.69B
FullerThaler Behvrll Uncnstd Eq R6
Price$51.68
Change-$1.10 (-2.08%)
VolumeN/A
Net Assets211.54M
FSMDX vs FTZFX Comparison Chart
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FSMDX vs. FTZFX commentary
May 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 FSMDX is a Buy and FTZFX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. FTZFX (212M). FSMDX pays higher dividends than FTZFX: FSMDX (1.21) vs FTZFX (0.19). FSMDX was incepted earlier than FTZFX: FSMDX (14 years) vs FTZFX (6 years). FTZFX (1.14) is less costly to investors than FSMDX (0.03). FTZFX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than FTZFX: FSMDX (0) vs FTZFX (1000000). FTZFX annual gain was more profitable for investors over the last year : 13.86 vs. FSMDX (8.87). FTZFX return over 5 years is better than : 124.08 vs. FSMDX (83.18).
| FSMDX | FTZFX | FSMDX / FTZFX | |
| Total Expense Ratio | 0.03 | 0.91 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 1.14 | 2% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 2.547 | 3.328 | 77% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 212M | 17,783% |
| Annual Yield % from dividends | 1.21 | 0.19 | 627% |
| Returns for 1 year | 8.87 | 13.86 | 64% |
| Returns for 3 years | 36.34 | 68.31 | 53% |
| Returns for 5 years | 83.18 | 124.08 | 67% |
| Returns for 10 years | 107.19 | N/A | - |
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