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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap I
Price$41.48
Change-$0.48 (-1.14%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
Dec 18, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SMBYX (1.83B). 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 : 20.70 vs. SMBYX (7.05). FSMDX return over 5 years is better than : 57.26 vs. SMBYX (8.62).
| 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 | 19.211 | 6.071 | 316% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.83B | 2,164% |
| Annual Yield % from dividends | 1.28 | 0.08 | 1,550% |
| Returns for 1 year | 20.70 | 7.05 | 293% |
| Returns for 3 years | 19.14 | -10.60 | -181% |
| Returns for 5 years | 57.26 | 8.62 | 664% |
| Returns for 10 years | 122.53 | 27.62 | 444% |
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