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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$36.98
Change-$0.10 (-0.27%)
VolumeN/A
Net Assets44.83B
FSMDX vs SBMAX Comparison Chart in %
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FSMDX vs. SBMAX commentary
Sep 18, 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: 44.8B vs. SBMAX (1.71B). FSMDX pays higher dividends than SBMAX: FSMDX (1.26) 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 : 11.27 vs. SBMAX (2.90). FSMDX return over 5 years is better than : 72.58 vs. SBMAX (11.55).
| 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 | 9.771 | 7.354 | 133% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 1.71B | 2,620% |
| Annual Yield % from dividends | 1.26 | 0.04 | 3,187% |
| Returns for 1 year | 11.27 | 2.90 | 389% |
| Returns for 3 years | 47.71 | 13.75 | 347% |
| Returns for 5 years | 72.58 | 11.55 | 629% |
| Returns for 10 years | 141.62 | 18.71 | 757% |