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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$35.48
Change-$0.24 (-0.67%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap A
Price$36.94
Change-$0.39 (-1.04%)
VolumeN/A
CapitalizationN/A
FSMDX vs SBMAX Comparison Chart
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FSMDX vs. SBMAX commentary
Nov 18, 2024
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 SBMAX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. SBMAX (1.8B). FSMDX pays higher dividends than SBMAX: FSMDX (1.28) vs SBMAX (0.00). FSMDX was incepted earlier than SBMAX: FSMDX (13 years) vs SBMAX (26 years). SBMAX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than SBMAX: FSMDX (0) vs SBMAX (1000). FSMDX annual gain was more profitable for investors over the last year : 31.21 vs. SBMAX (19.20). FSMDX return over 5 years is better than : 60.20 vs. SBMAX (4.27).
| FSMDX | SBMAX | FSMDX / SBMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 18.509 | 10.599 | 175% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.8B | 2,021% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 31.21 | 19.20 | 163% |
| Returns for 3 years | 9.29 | -23.06 | -40% |
| Returns for 5 years | 60.20 | 4.27 | 1,409% |
| Returns for 10 years | 121.13 | 19.15 | 632% |
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