Interact to see
Advertisement
Advertisement
FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$36.58
Change+$0.22 (+0.61%)
VolumeN/A
Net Assets42.38B
Shelton S&P Midcap Index Investor
Price$26.25
Change+$0.24 (+0.92%)
VolumeN/A
Net Assets107.95M
FSMDX vs SPMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SPMIX commentary
Jul 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: 42.4B vs. SPMIX (108M). FSMDX pays higher dividends than SPMIX: FSMDX (1.31) vs SPMIX (0.91). 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 (15.00). 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 : 15.20 vs. SPMIX (-1.84). FSMDX return over 5 years is better than : 75.40 vs. SPMIX (25.09).
| 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 | 8.584 | 3.596 | 239% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 108M | 39,259% |
| Annual Yield % from dividends | 1.31 | 0.91 | 144% |
| Returns for 1 year | 15.20 | -1.84 | -824% |
| Returns for 3 years | 46.45 | 12.07 | 385% |
| Returns for 5 years | 75.40 | 25.09 | 300% |
| Returns for 10 years | 128.19 | -3.33 | -3,846% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| VKSEX | 10.47 | 0.09 | +0.87% |
| Virtus KAR Small-Mid Cap Value C | |||
| JNVSX | 19.16 | 0.11 | +0.58% |
| Jensen Quality Mid Cap J | |||
| VLIIX | 14.29 | 0.05 | +0.35% |
| Value Line Capital Appreciation Instl | |||
| GOGIX | 33.20 | N/A | N/A |
| JHancock International Growth I | |||
| ACVUX | 10.64 | N/A | N/A |
| American Century International Value I | |||