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FSMDX vs MXBUX
FSMDX vs MXBUX Comparison
Open Charts FSMDX vs MXBUX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Empower S&P Mid Cap 400® Index L
Price$8.12
Change-$0.58 (-6.67%)
VolumeN/A
Net Assets1.39B
FSMDX vs MXBUX Comparison Chart
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FSMDX vs. MXBUX commentary
Apr 04, 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 Hold and MXBUX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. MXBUX (1.39B). MXBUX pays higher dividends than FSMDX: MXBUX (2.70) vs FSMDX (1.20). FSMDX was incepted earlier than MXBUX: FSMDX (14 years) vs MXBUX (8 years). MXBUX (0.84) is less costly to investors than FSMDX (0.03). MXBUX is a more actively managed with annual turnover of: 24.00 vs. FSMDX (8.00). FSMDX (0) and MXBUX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. MXBUX (-4.17). FSMDX return over 5 years is better than : 118.86 vs. MXBUX (58.04).
| FSMDX | MXBUX | FSMDX / MXBUX | |
| Total Expense Ratio | 0.03 | 0.80 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.84 | 3% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | -1.836 | -4.290 | 43% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.39B | 2,711% |
| Annual Yield % from dividends | 1.20 | 2.70 | 44% |
| Returns for 1 year | 4.57 | -4.17 | -110% |
| Returns for 3 years | 13.46 | -8.88 | -152% |
| Returns for 5 years | 118.86 | 58.04 | 205% |
| Returns for 10 years | 99.53 | N/A | - |
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