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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
Fidelity Mid Cap Index
Price$29.51
Change-$1.83 (-5.84%)
VolumeN/A
Net Assets37.64B
FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
Apr 05, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SMBYX (1.51B). FSMDX pays higher dividends than SMBYX: FSMDX (1.20) vs SMBYX (0.27). FSMDX was incepted earlier than SMBYX: FSMDX (14 years) vs SMBYX (26 years). SMBYX (0.87) 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 : 4.57 vs. SMBYX (-5.81). FSMDX return over 5 years is better than : 118.86 vs. SMBYX (46.86).
| FSMDX | SMBYX | FSMDX / SMBYX | |
| Total Expense Ratio | 0.03 | 0.86 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.87 | 3% |
| Fund Existence | 14 years | 26 years | - |
| Gain YTD | -1.836 | -4.570 | 40% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.51B | 2,497% |
| Annual Yield % from dividends | 1.20 | 0.27 | 445% |
| Returns for 1 year | 4.57 | -5.81 | -79% |
| Returns for 3 years | 13.46 | -12.46 | -108% |
| Returns for 5 years | 118.86 | 46.86 | 254% |
| Returns for 10 years | 99.53 | 12.00 | 829% |
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