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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
FSMDX vs SBMAX Comparison Chart in %
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FSMDX vs. SBMAX commentary
Aug 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. SBMAX (1.67B). FSMDX pays higher dividends than SBMAX: FSMDX (1.29) vs SBMAX (0.04). FSMDX was incepted earlier than SBMAX: FSMDX (14 years) vs SBMAX (27 years). SBMAX (1.16) is less costly to investors than FSMDX (0.03). SBMAX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). 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 : 16.73 vs. SBMAX (10.03). FSMDX return over 5 years is better than : 65.56 vs. SBMAX (5.38).
| FSMDX | SBMAX | FSMDX / SBMAX | |
| Total Expense Ratio | 0.03 | 1.16 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.16 | 2% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 6.268 | 3.810 | 165% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.67B | 2,600% |
| Annual Yield % from dividends | 1.29 | 0.04 | 3,206% |
| Returns for 1 year | 16.73 | 10.03 | 167% |
| Returns for 3 years | 34.73 | 2.70 | 1,287% |
| Returns for 5 years | 65.56 | 5.38 | 1,219% |
| Returns for 10 years | 120.20 | 8.99 | 1,338% |
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