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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$30.57
Change+$0.47 (+1.56%)
VolumeN/A
Net Assets37.64B
Shelton S&P Midcap Index Investor
Price$22.22
Change+$0.31 (+1.41%)
VolumeN/A
Net Assets91.3M
FSMDX vs SPMIX Comparison Chart
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FSMDX vs. SPMIX commentary
Apr 12, 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 Buy and SPMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SPMIX (91.3M). FSMDX pays higher dividends than SPMIX: FSMDX (1.20) vs SPMIX (0.92). FSMDX was incepted earlier than SPMIX: FSMDX (14 years) vs SPMIX (33 years). SPMIX (0.64) is less costly to investors than FSMDX (0.03). SPMIX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (8.00). 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 : -3.85 vs. SPMIX (-15.81). FSMDX return over 5 years is better than : 69.62 vs. SPMIX (21.73).
| FSMDX | SPMIX | FSMDX / SPMIX | |
| Total Expense Ratio | 0.03 | 0.64 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.64 | 4% |
| Fund Existence | 14 years | 33 years | - |
| Gain YTD | -10.868 | -13.754 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 91.3M | 41,183% |
| Annual Yield % from dividends | 1.20 | 0.92 | 130% |
| Returns for 1 year | -3.85 | -15.81 | 24% |
| Returns for 3 years | 6.59 | -13.80 | -48% |
| Returns for 5 years | 69.62 | 21.73 | 320% |
| Returns for 10 years | 80.87 | -21.99 | -368% |
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