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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$36.97
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets43.39B
FSMDX vs SBMAX Comparison Chart in %
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FSMDX vs. SBMAX commentary
Aug 29, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. SBMAX (1.71B). 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 : 12.64 vs. SBMAX (5.42). FSMDX return over 5 years is better than : 67.31 vs. SBMAX (7.25).
| 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 | 9.533 | 7.590 | 126% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.71B | 2,535% |
| Annual Yield % from dividends | 1.29 | 0.04 | 3,206% |
| Returns for 1 year | 12.64 | 5.42 | 233% |
| Returns for 3 years | 42.48 | 9.97 | 426% |
| Returns for 5 years | 67.31 | 7.25 | 928% |
| Returns for 10 years | 140.38 | 19.28 | 728% |
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