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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$36.08
Change+$0.17 (+0.47%)
VolumeN/A
Net Assets42.38B
Invesco Main Street Mid Cap R5
Price$30.96
Change+$0.10 (+0.32%)
VolumeN/A
Net Assets2.54B
FSMDX vs MSMJX Comparison Chart in %
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FSMDX vs. MSMJX commentary
Jul 11, 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: 42.4B vs. MSMJX (2.54B). FSMDX pays higher dividends than MSMJX: FSMDX (1.31) vs MSMJX (0.50). FSMDX was incepted earlier than MSMJX: FSMDX (14 years) vs MSMJX (6 years). MSMJX (0.75) 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 : 15.57 vs. MSMJX (8.86). FSMDX return over 5 years is better than : 77.78 vs. MSMJX (39.49).
| FSMDX | MSMJX | FSMDX / MSMJX | |
| Total Expense Ratio | 0.03 | 0.75 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.75 | 3% |
| Fund Existence | 14 years | 6 years | - |
| Gain YTD | 6.595 | 5.975 | 110% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 2.54B | 1,669% |
| Annual Yield % from dividends | 1.31 | 0.50 | 264% |
| Returns for 1 year | 15.57 | 8.86 | 176% |
| Returns for 3 years | 47.86 | 33.89 | 141% |
| Returns for 5 years | 77.78 | 39.49 | 197% |
| Returns for 10 years | 120.51 | N/A | - |
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