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FSMDX vs SBMLX
FSMDX vs SBMLX Comparison
Open Charts FSMDX vs SBMLX
Fidelity Mid Cap Index
Price$36.06
Change+$0.26 (+0.73%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap C
Price$25.41
Change+$0.23 (+0.91%)
VolumeN/A
CapitalizationN/A
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FSMDX vs SBMLX Comparison Chart
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FSMDX vs. SBMLX commentary
Nov 11, 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 Buy and SBMLX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. SBMLX (1.84B). FSMDX pays higher dividends than SBMLX: FSMDX (1.28) vs SBMLX (0.00). FSMDX was incepted earlier than SBMLX: FSMDX (13 years) vs SBMLX (26 years). SBMLX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than SBMLX: FSMDX (0) vs SBMLX (1000). FSMDX annual gain was more profitable for investors over the last year : 39.05 vs. SBMLX (25.73). FSMDX return over 5 years is better than : 64.50 vs. SBMLX (-7.90).
| FSMDX | SBMLX | FSMDX / SBMLX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 20.447 | 12.334 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.84B | 1,973% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 39.05 | 25.73 | 152% |
| Returns for 3 years | 11.47 | -28.20 | -41% |
| Returns for 5 years | 64.50 | -7.90 | -816% |
| Returns for 10 years | 125.90 | -3.75 | -3,357% |
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