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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
Jan 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. SMBYX (1.81B). 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 : 21.14 vs. SMBYX (11.03). FSMDX return over 5 years is better than : 54.11 vs. SMBYX (5.99).
| 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 | 3.642 | 4.074 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 1.81B | 2,045% |
| Annual Yield % from dividends | 1.28 | 0.08 | 1,550% |
| Returns for 1 year | 21.14 | 11.03 | 192% |
| Returns for 3 years | 20.66 | -6.86 | -301% |
| Returns for 5 years | 54.11 | 5.99 | 903% |
| Returns for 10 years | 124.41 | 32.69 | 381% |
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