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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$33.24
Change-$0.01 (-0.03%)
VolumeN/A
Net Assets37.69B
FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
May 10, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.7B vs. SMBYX (1.57B). FSMDX pays higher dividends than SMBYX: FSMDX (1.21) vs SMBYX (0.27). FSMDX was incepted earlier than SMBYX: FSMDX (14 years) vs SMBYX (26 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 (8.00). 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 : 5.71 vs. SMBYX (-5.82). FSMDX return over 5 years is better than : 77.81 vs. SMBYX (20.41).
| 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 | 26 years | - |
| Gain YTD | -1.540 | -5.067 | 30% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 1.57B | 2,400% |
| Annual Yield % from dividends | 1.21 | 0.27 | 441% |
| Returns for 1 year | 5.71 | -5.82 | -98% |
| Returns for 3 years | 30.95 | 1.13 | 2,735% |
| Returns for 5 years | 77.81 | 20.41 | 381% |
| Returns for 10 years | 101.90 | 11.58 | 880% |
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