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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$36.16
Change-$0.09 (-0.25%)
VolumeN/A
Net Assets43.39B
FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Aug 17, 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: 43.4B vs. SMBYX (1.69B). FSMDX pays higher dividends than SMBYX: FSMDX (1.29) 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 : 12.51 vs. SMBYX (7.07). FSMDX return over 5 years is better than : 66.14 vs. SMBYX (12.50).
| 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 | 7.337 | 5.539 | 132% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 1.69B | 2,568% |
| Annual Yield % from dividends | 1.29 | 0.24 | 536% |
| Returns for 1 year | 12.51 | 7.07 | 177% |
| Returns for 3 years | 30.75 | 3.72 | 826% |
| Returns for 5 years | 66.14 | 12.50 | 529% |
| Returns for 10 years | 122.29 | 21.87 | 559% |
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