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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$36.90
Change+$0.34 (+0.93%)
VolumeN/A
Net Assets44.83B
FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Sep 08, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 44.8B vs. SMBYX (1.72B). FSMDX pays higher dividends than SMBYX: FSMDX (1.26) vs SMBYX (0.24). 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 : 14.47 vs. SMBYX (8.76). FSMDX return over 5 years is better than : 71.01 vs. SMBYX (16.50).
| 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 | 9.771 | 7.799 | 125% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.8B | 1.72B | 2,611% |
| Annual Yield % from dividends | 1.26 | 0.24 | 533% |
| Returns for 1 year | 14.47 | 8.76 | 165% |
| Returns for 3 years | 47.43 | 17.44 | 272% |
| Returns for 5 years | 71.01 | 16.50 | 430% |
| Returns for 10 years | 140.48 | 30.64 | 458% |
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