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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Shelton S&P Midcap Index Investor
Price$26.45
Change+$0.11 (+0.42%)
VolumeN/A
Net Assets112.31M
FSMDX vs SPMIX Comparison Chart
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FSMDX vs. SPMIX commentary
Jan 19, 2025
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 Hold and SPMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. SPMIX (112M). 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 : 21.14 vs. SPMIX (10.30). FSMDX return over 5 years is better than : 54.11 vs. SPMIX (11.51).
| 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 | 3.642 | 3.848 | 95% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 112M | 33,036% |
| Annual Yield % from dividends | 1.28 | 0.90 | 142% |
| Returns for 1 year | 21.14 | 10.30 | 205% |
| Returns for 3 years | 20.66 | -0.62 | -3,342% |
| Returns for 5 years | 54.11 | 11.51 | 470% |
| Returns for 10 years | 124.41 | 0.70 | 17,719% |
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