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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Shelton S&P Midcap Index Investor
Price$25.29
Change+$0.33 (+1.32%)
VolumeN/A
Net Assets102.77M
FSMDX vs SPMIX Comparison Chart in %
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FSMDX vs. SPMIX commentary
Jun 27, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SPMIX (103M). FSMDX pays higher dividends than SPMIX: FSMDX (1.14) vs SPMIX (0.90). 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 : 12.60 vs. SPMIX (-3.20). FSMDX return over 5 years is better than : 79.09 vs. SPMIX (27.73).
| 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 | 3.198 | -1.748 | -183% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 103M | 39,223% |
| Annual Yield % from dividends | 1.14 | 0.90 | 128% |
| Returns for 1 year | 12.60 | -3.20 | -393% |
| Returns for 3 years | 40.70 | 8.95 | 455% |
| Returns for 5 years | 79.09 | 27.73 | 285% |
| Returns for 10 years | 116.87 | -9.63 | -1,214% |
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