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FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
Open Charts FSMDX vs SMCPX
Fidelity Mid Cap Index
Price$36.13
Change-$0.27 (-0.74%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap 1
Price$40.72
Change-$0.28 (-0.68%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMCPX Comparison Chart
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FSMDX vs. SMCPX commentary
Nov 13, 2024
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 SMCPX is a StrongSell.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. SMCPX (1.85B). FSMDX pays higher dividends than SMCPX: FSMDX (1.28) vs SMCPX (0.12). FSMDX was incepted earlier than SMCPX: FSMDX (13 years) vs SMCPX (24 years). SMCPX is a more actively managed with annual turnover of: 38.00 vs. FSMDX (9.00). FSMDX (0) and SMCPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 38.67 vs. SMCPX (27.26). FSMDX return over 5 years is better than : 65.98 vs. SMCPX (12.36).
| FSMDX | SMCPX | FSMDX / SMCPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 24 years | - |
| Gain YTD | 21.582 | 14.270 | 151% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.85B | 1,958% |
| Annual Yield % from dividends | 1.28 | 0.12 | 1,080% |
| Returns for 1 year | 38.67 | 27.26 | 142% |
| Returns for 3 years | 12.66 | -18.55 | -68% |
| Returns for 5 years | 65.98 | 12.36 | 534% |
| Returns for 10 years | 128.29 | 30.06 | 427% |
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