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FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
Open Charts FSMDX vs SMCPX
Fidelity Mid Cap Index
Price$34.38
Change+$0.28 (+0.82%)
VolumeN/A
CapitalizationN/A
ClearBridge Mid Cap 1
Price$37.17
Change+$0.30 (+0.81%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMCPX Comparison Chart
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FSMDX vs. SMCPX commentary
Dec 25, 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 StrongBuy and SMCPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SMCPX (1.77B). 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 : 15.53 vs. SMCPX (3.09). FSMDX return over 5 years is better than : 54.47 vs. SMCPX (2.98).
| 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 | 15.185 | 3.057 | 497% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 1.77B | 2,241% |
| Annual Yield % from dividends | 1.28 | 0.12 | 1,080% |
| Returns for 1 year | 15.53 | 3.09 | 503% |
| Returns for 3 years | 12.50 | -16.11 | -78% |
| Returns for 5 years | 54.47 | 2.98 | 1,825% |
| Returns for 10 years | 112.69 | 18.93 | 595% |