Ad is loading...
FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$33.93
Change-$0.17 (-0.50%)
VolumeN/A
CapitalizationN/A
Shelton S&P Midcap Index Investor
Price$27.72
Change-$0.19 (-0.68%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FSMDX vs SPMIX Comparison Chart
Loading...
FSMDX vs. SPMIX 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 SPMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 35.8B vs. SPMIX (113M). FSMDX pays higher dividends than SPMIX: FSMDX (1.28) vs SPMIX (0.90). FSMDX was incepted earlier than SPMIX: FSMDX (13 years) vs SPMIX (32 years). SPMIX is a more actively managed with annual turnover of: 13.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than SPMIX: FSMDX (0) vs SPMIX (1000). FSMDX annual gain was more profitable for investors over the last year : 23.41 vs. SPMIX (14.74). FSMDX return over 5 years is better than : 56.67 vs. SPMIX (17.48).
| FSMDX | SPMIX | FSMDX / SPMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 32 years | - |
| Gain YTD | 12.397 | 11.178 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 35.8B | 113M | 31,681% |
| Annual Yield % from dividends | 1.28 | 0.90 | 142% |
| Returns for 1 year | 23.41 | 14.74 | 159% |
| Returns for 3 years | 10.21 | -4.12 | -248% |
| Returns for 5 years | 56.67 | 17.48 | 324% |
| Returns for 10 years | 113.85 | -2.40 | -4,741% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| DBA | 25.64 | 0.17 | +0.67% |
| Invesco DB Agriculture | |||
| SMLV | 125.98 | 0.41 | +0.33% |
| SPDR® SSGA US Small Cap Low Volatil ETF | |||
| IBB | 147.52 | -0.31 | -0.21% |
| iShares Biotechnology ETF | |||
| PYZ | 91.12 | -0.24 | -0.26% |
| Invesco DW Basic Materials Momt ETF | |||
| ELQD | 85.20 | -0.32 | -0.37% |
| iShares ESG Advanced Inv Grd Corp Bd ETF | |||