Ad is loading...
FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$35.49
Change+$0.41 (+1.17%)
VolumeN/A
Net Assets37.02B
FSMDX vs SBMAX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SBMAX commentary
Jan 31, 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 StrongBuy and SBMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B 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 : 20.18 vs. SBMAX (8.17). FSMDX return over 5 years is better than : 60.07 vs. SBMAX (4.67).
| 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 | 3.879 | 4.135 | 94% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.8B | 2,051% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.18 | 8.17 | 247% |
| Returns for 3 years | 23.42 | -7.08 | -331% |
| Returns for 5 years | 60.07 | 4.67 | 1,286% |
| Returns for 10 years | 122.46 | 18.53 | 661% |