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FSMDX vs MIDKX
FSMDX vs MIDKX Comparison
Open Charts FSMDX vs MIDKX
Shelton S&P Midcap Index K
Price$23.49
Change+$0.08 (+0.34%)
VolumeN/A
Net Assets101.41M
FSMDX vs MIDKX Comparison Chart in %
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FSMDX vs. MIDKX commentary
Jun 20, 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 MIDKX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. MIDKX (101M). FSMDX pays higher dividends than MIDKX: FSMDX (1.14) vs MIDKX (0.40). FSMDX was incepted earlier than MIDKX: FSMDX (14 years) vs MIDKX (22 years). MIDKX (1.14) is less costly to investors than FSMDX (0.03). MIDKX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than MIDKX: FSMDX (0) vs MIDKX (1000). FSMDX annual gain was more profitable for investors over the last year : 10.16 vs. MIDKX (-5.96). FSMDX return over 5 years is better than : 70.43 vs. MIDKX (16.51).
| FSMDX | MIDKX | FSMDX / MIDKX | |
| Total Expense Ratio | 0.03 | 1.14 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.14 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | 1.569 | -3.255 | -48% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 101M | 40,000% |
| Annual Yield % from dividends | 1.14 | 0.40 | 284% |
| Returns for 1 year | 10.16 | -5.96 | -170% |
| Returns for 3 years | 46.01 | 10.53 | 437% |
| Returns for 5 years | 70.43 | 16.51 | 427% |
| Returns for 10 years | 107.12 | -19.58 | -547% |
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