FSMDX
Price
$30.76
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
SBMAX
Price
$33.99
Change
-$0.00 (-0.00%)
Updated
Feb 22, 6:59 PM EST
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Compare predictions FSMDX vs SBMAX

Header iconFSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAXBanner chart's image
Fidelity Mid Cap Index
Price$30.76
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap A
Price$33.99
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
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FSMDX vs SBMAX Comparison Chart

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VS
FSMDX vs. SBMAX commentary
Feb 23, 2024

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 Hold and SBMAX is a Buy.

FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 31.2B vs. SBMAX (1.99B). FSMDX pays higher dividends than SBMAX: FSMDX (1.41) vs SBMAX (0.00). FSMDX was incepted earlier than SBMAX: FSMDX (12 years) vs SBMAX (25 years). SBMAX (1.15) is less costly to investors than FSMDX (0.03). 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 : 13.41 vs. SBMAX (5.82). FSMDX return over 5 years is better than : 50.87 vs. SBMAX (20.81).
FSMDXSBMAXFSMDX / SBMAX
Total Expense Ratio0.031.152%
Annual Report Gross Expense Ratio0.031.152%
Fund Existence12 years25 years-
Gain YTD2.7051.766153%
Front LoadN/A6%-
Min. Initial Investment01000-
Min. Initial Investment IRAN/A250-
Net Assets31.2B1.99B1,569%
Annual Yield % from dividends1.410.00-
Returns for 1 year13.415.82230%
Returns for 3 years10.79-15.55-69%
Returns for 5 years50.8720.81244%
Returns for 10 years107.8063.78169%
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