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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap I
Price$41.98
Change-$0.18 (-0.43%)
VolumeN/A
CapitalizationN/A
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FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
Sep 21, 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 SMBYX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. SMBYX (1.79B). FSMDX pays higher dividends than SMBYX: FSMDX (1.28) vs SMBYX (0.08). FSMDX was incepted earlier than SMBYX: FSMDX (13 years) vs SMBYX (26 years). SMBYX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than SMBYX: FSMDX (0) vs SMBYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 23.41 vs. SMBYX (11.01). FSMDX return over 5 years is better than : 56.67 vs. SMBYX (7.90).
| FSMDX | SMBYX | FSMDX / SMBYX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 26 years | - |
| Gain YTD | 12.397 | 5.842 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.79B | 1,998% |
| Annual Yield % from dividends | 1.28 | 0.08 | 1,550% |
| Returns for 1 year | 23.41 | 11.01 | 213% |
| Returns for 3 years | 10.21 | -17.66 | -58% |
| Returns for 5 years | 56.67 | 7.90 | 718% |
| Returns for 10 years | 113.85 | 27.77 | 410% |
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