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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Jul 27, 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 Buy and SMBYX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. SMBYX (1.71B). FSMDX pays higher dividends than SMBYX: FSMDX (1.31) vs SMBYX (0.25). 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 : 15.20 vs. SMBYX (7.63). FSMDX return over 5 years is better than : 75.40 vs. SMBYX (20.22).
| 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 | 8.584 | 5.986 | 143% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 1.71B | 2,482% |
| Annual Yield % from dividends | 1.31 | 0.25 | 533% |
| Returns for 1 year | 15.20 | 7.63 | 199% |
| Returns for 3 years | 46.45 | 13.32 | 349% |
| Returns for 5 years | 75.40 | 20.22 | 373% |
| Returns for 10 years | 128.19 | 25.50 | 503% |
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