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FSMDX vs MIDKX
FSMDX vs MIDKX Comparison
Open Charts FSMDX vs MIDKX
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
Shelton S&P Midcap Index K
Price$24.24
Change-$0.05 (-0.21%)
VolumeN/A
Net Assets104.68M
FSMDX vs MIDKX Comparison Chart in %
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FSMDX vs. MIDKX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. MIDKX (105M). FSMDX pays higher dividends than MIDKX: FSMDX (1.29) vs MIDKX (0.44). 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 (15.00). 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 : 16.73 vs. MIDKX (-0.25). FSMDX return over 5 years is better than : 65.56 vs. MIDKX (11.62).
| 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 | 6.268 | 0.522 | 1,201% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 105M | 41,333% |
| Annual Yield % from dividends | 1.29 | 0.44 | 291% |
| Returns for 1 year | 16.73 | -0.25 | -6,752% |
| Returns for 3 years | 34.73 | 1.21 | 2,859% |
| Returns for 5 years | 65.56 | 11.62 | 564% |
| Returns for 10 years | 120.20 | -14.54 | -827% |