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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$36.13
Change-$0.27 (-0.74%)
VolumeN/A
CapitalizationN/A
Shelton S&P Midcap Index Investor
Price$29.32
Change-$0.30 (-1.01%)
VolumeN/A
CapitalizationN/A
FSMDX vs SPMIX Comparison Chart
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FSMDX vs. SPMIX 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 SPMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. SPMIX (119M). FSMDX pays higher dividends than SPMIX: FSMDX (1.28) vs SPMIX (0.90). FSMDX was incepted earlier than SPMIX: FSMDX (13 years) vs SPMIX (33 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 : 38.67 vs. SPMIX (30.22). FSMDX return over 5 years is better than : 65.98 vs. SPMIX (23.74).
| FSMDX | SPMIX | FSMDX / SPMIX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 33 years | - |
| Gain YTD | 21.582 | 20.296 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 119M | 30,504% |
| Annual Yield % from dividends | 1.28 | 0.90 | 142% |
| Returns for 1 year | 38.67 | 30.22 | 128% |
| Returns for 3 years | 12.66 | -4.27 | -296% |
| Returns for 5 years | 65.98 | 23.74 | 278% |
| Returns for 10 years | 128.29 | 4.66 | 2,755% |
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