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FSMDX vs MIDKX
FSMDX vs MIDKX Comparison
Open Charts FSMDX vs MIDKX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Shelton S&P Midcap Index K
Price$21.60
Change-$1.54 (-6.66%)
VolumeN/A
Net Assets102.17M
FSMDX vs MIDKX Comparison Chart
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FSMDX vs. MIDKX commentary
Apr 04, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. MIDKX (102M). FSMDX pays higher dividends than MIDKX: FSMDX (1.20) vs MIDKX (0.41). FSMDX was incepted earlier than MIDKX: FSMDX (14 years) vs MIDKX (21 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 : 3.64 vs. MIDKX (-8.98). FSMDX return over 5 years is better than : 116.15 vs. MIDKX (51.85).
| 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 | 21 years | - |
| Gain YTD | -3.050 | -4.371 | 70% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 102M | 36,863% |
| Annual Yield % from dividends | 1.20 | 0.41 | 290% |
| Returns for 1 year | 3.64 | -8.98 | -41% |
| Returns for 3 years | 12.50 | -10.10 | -124% |
| Returns for 5 years | 116.15 | 51.85 | 224% |
| Returns for 10 years | 98.36 | -20.09 | -490% |
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