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FSMDX vs SBMLX
FSMDX vs SBMLX Comparison
Open Charts FSMDX vs SBMLX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap C
Price$21.68
Change-$0.84 (-3.73%)
VolumeN/A
CapitalizationN/A
FSMDX vs SBMLX Comparison Chart
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FSMDX vs. SBMLX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SBMLX (1.81B). 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 : 20.70 vs. SBMLX (0.45). FSMDX return over 5 years is better than : 57.26 vs. SBMLX (-14.50).
| 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 | 19.211 | -0.442 | -4,345% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.81B | 2,189% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 0.45 | 4,641% |
| Returns for 3 years | 19.14 | -20.93 | -91% |
| Returns for 5 years | 57.26 | -14.50 | -395% |
| Returns for 10 years | 122.53 | -11.62 | -1,055% |