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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Oct 19, 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 Hold and SMBYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. SMBYX (1.67B). FSMDX pays higher dividends than SMBYX: FSMDX (1.25) vs SMBYX (0.23). FSMDX was incepted earlier than SMBYX: FSMDX (14 years) vs SMBYX (27 years). SMBYX (0.88) is less costly to investors than FSMDX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). 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 : 6.22 vs. SMBYX (-0.46). FSMDX return over 5 years is better than : 60.38 vs. SMBYX (7.86).
| FSMDX | SMBYX | FSMDX / SMBYX | |
| Total Expense Ratio | 0.03 | 0.85 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 8.702 | 6.359 | 137% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 1.67B | 2,717% |
| Annual Yield % from dividends | 1.25 | 0.23 | 533% |
| Returns for 1 year | 6.22 | -0.46 | -1,361% |
| Returns for 3 years | 52.29 | 22.15 | 236% |
| Returns for 5 years | 60.38 | 7.86 | 768% |
| Returns for 10 years | 135.09 | 27.87 | 485% |
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