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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$35.69
Change-$0.31 (-0.86%)
VolumeN/A
CapitalizationN/A
Shelton S&P Midcap Index Investor
Price$26.47
Change-$0.31 (-1.16%)
VolumeN/A
CapitalizationN/A
FSMDX vs SPMIX Comparison Chart
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FSMDX vs. SPMIX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SPMIX (116M). 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 : 20.70 vs. SPMIX (8.78). FSMDX return over 5 years is better than : 57.26 vs. SPMIX (13.73).
| 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 | 19.211 | 7.503 | 256% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 116M | 34,138% |
| Annual Yield % from dividends | 1.28 | 0.90 | 142% |
| Returns for 1 year | 20.70 | 8.78 | 236% |
| Returns for 3 years | 19.14 | -0.92 | -2,080% |
| Returns for 5 years | 57.26 | 13.73 | 417% |
| Returns for 10 years | 122.53 | -1.08 | -11,394% |