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FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
Open Charts FSMDX vs SMCPX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap 1
Price$38.43
Change-$0.16 (-0.41%)
VolumeN/A
CapitalizationN/A
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FSMDX vs SMCPX Comparison Chart
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FSMDX vs. SMCPX commentary
Sep 21, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. SMCPX (1.79B). 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 : 23.41 vs. SMCPX (10.88). FSMDX return over 5 years is better than : 56.67 vs. SMCPX (5.51).
| 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 | 12.397 | 5.853 | 212% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 1.79B | 1,998% |
| Annual Yield % from dividends | 1.28 | 0.12 | 1,080% |
| Returns for 1 year | 23.41 | 10.88 | 215% |
| Returns for 3 years | 10.21 | -18.73 | -55% |
| Returns for 5 years | 56.67 | 5.51 | 1,028% |
| Returns for 10 years | 113.85 | 23.48 | 485% |
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