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FSMDX vs MSMJX
FSMDX vs MSMJX Comparison
Open Charts FSMDX vs MSMJX
Fidelity Mid Cap Index
Price$35.95
Change+$0.36 (+1.01%)
VolumeN/A
Net Assets42.38B
Invesco Main Street Mid Cap R5
Price$30.90
Change+$0.36 (+1.18%)
VolumeN/A
Net Assets2.51B
FSMDX vs MSMJX Comparison Chart in %
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FSMDX vs. MSMJX 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 MSMJX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. MSMJX (2.51B). 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 (15.00). 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 : 10.10 vs. MSMJX (4.46). FSMDX return over 5 years is better than : 71.04 vs. MSMJX (33.81).
| 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 | 5.645 | 4.876 | 116% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 2.51B | 1,689% |
| Annual Yield % from dividends | 1.31 | 0.50 | 264% |
| Returns for 1 year | 10.10 | 4.46 | 226% |
| Returns for 3 years | 47.07 | 33.24 | 142% |
| Returns for 5 years | 71.04 | 33.81 | 210% |
| Returns for 10 years | 119.03 | N/A | - |
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