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FSMDX vs SBMAX
FSMDX vs SBMAX Comparison
Open Charts FSMDX vs SBMAX
Fidelity Mid Cap Index
Price$35.78
Change-$0.30 (-0.83%)
VolumeN/A
Net Assets42.38B
FSMDX vs SBMAX Comparison Chart in %
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FSMDX vs. SBMAX commentary
Jul 14, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. SBMAX (1.68B). FSMDX pays higher dividends than SBMAX: FSMDX (1.31) 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 : 13.35 vs. SBMAX (3.77). FSMDX return over 5 years is better than : 77.13 vs. SBMAX (14.70).
| 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 | 6.209 | 3.544 | 175% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.68B | 2,525% |
| Annual Yield % from dividends | 1.31 | 0.04 | 3,189% |
| Returns for 1 year | 13.35 | 3.77 | 354% |
| Returns for 3 years | 48.20 | 12.09 | 399% |
| Returns for 5 years | 77.13 | 14.70 | 525% |
| Returns for 10 years | 118.86 | 8.51 | 1,397% |
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