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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
FSMDX vs SBMAX Comparison Chart
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FSMDX vs. SBMAX commentary
Apr 25, 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 SBMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SBMAX (1.48B). FSMDX pays higher dividends than SBMAX: FSMDX (1.20) vs SBMAX (0.04). FSMDX was incepted earlier than SBMAX: FSMDX (14 years) vs SBMAX (27 years). SBMAX (1.17) is less costly to investors than FSMDX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (8.00). 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 : 0.81 vs. SBMAX (-10.65). FSMDX return over 5 years is better than : 74.96 vs. SBMAX (11.32).
| FSMDX | SBMAX | FSMDX / SBMAX | |
| Total Expense Ratio | 0.03 | 1.17 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.17 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | -8.351 | -11.134 | 75% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.48B | 2,539% |
| Annual Yield % from dividends | 1.20 | 0.04 | 2,671% |
| Returns for 1 year | 0.81 | -10.65 | -8% |
| Returns for 3 years | 11.80 | -17.35 | -68% |
| Returns for 5 years | 74.96 | 11.32 | 662% |
| Returns for 10 years | 85.27 | -5.77 | -1,477% |
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