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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$32.81
Change+$0.22 (+0.68%)
VolumeN/A
Net Assets37.69B
Invesco Main Street Mid Cap R5
Price$28.37
Change+$0.27 (+0.96%)
VolumeN/A
Net Assets2.36B
FSMDX vs MSMJX Comparison Chart
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FSMDX vs. MSMJX commentary
May 09, 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 MSMJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. MSMJX (2.36B). FSMDX pays higher dividends than MSMJX: FSMDX (1.21) vs MSMJX (0.55). FSMDX was incepted earlier than MSMJX: FSMDX (14 years) vs MSMJX (6 years). MSMJX (0.76) is less costly to investors than FSMDX (0.03). MSMJX is a more actively managed with annual turnover of: 40.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than MSMJX: FSMDX (0) vs MSMJX (1000000). FSMDX annual gain was more profitable for investors over the last year : 4.34 vs. MSMJX (-2.64). FSMDX return over 5 years is better than : 74.28 vs. MSMJX (29.39).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | 0.03 | 0.76 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.76 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | -3.494 | -4.018 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 2.36B | 1,599% |
| Annual Yield % from dividends | 1.21 | 0.55 | 222% |
| Returns for 1 year | 4.34 | -2.64 | -164% |
| Returns for 3 years | 23.23 | 14.25 | 163% |
| Returns for 5 years | 74.28 | 29.39 | 253% |
| Returns for 10 years | 96.91 | N/A | - |
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