Interact to see
Advertisement
Advertisement
FSMDX vs MIDKX
FSMDX vs MIDKX Comparison
Open Charts FSMDX vs MIDKX
Fidelity Mid Cap Index
Price$35.95
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets42.38B
Shelton S&P Midcap Index K
Price$24.62
Change+$0.26 (+1.07%)
VolumeN/A
Net Assets105.58M
FSMDX vs MIDKX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. MIDKX commentary
Jul 18, 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: 42.4B vs. MIDKX (106M). FSMDX pays higher dividends than MIDKX: FSMDX (1.31) vs MIDKX (0.45). 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 : 10.10 vs. MIDKX (-6.49). FSMDX return over 5 years is better than : 71.04 vs. MIDKX (18.00).
| 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 | 5.645 | 0.812 | 695% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 106M | 40,000% |
| Annual Yield % from dividends | 1.31 | 0.45 | 292% |
| Returns for 1 year | 10.10 | -6.49 | -155% |
| Returns for 3 years | 47.07 | 11.21 | 420% |
| Returns for 5 years | 71.04 | 18.00 | 395% |
| Returns for 10 years | 119.03 | -14.38 | -828% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement