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FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
Open Charts FSMDX vs SWMCX
Fidelity Mid Cap Index
Price$36.81
Change+$0.41 (+1.13%)
VolumeN/A
CapitalizationN/A
Schwab ® US Mid-Cap Index
Price$71.77
Change-$0.00 (-0.00%)
VolumeN/A
CapitalizationN/A
FSMDX vs SWMCX Comparison Chart
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FSMDX vs. SWMCX commentary
Nov 23, 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 SWMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.3B vs. SWMCX (1.75B). SWMCX pays higher dividends than FSMDX: SWMCX (1.37) vs FSMDX (1.28). FSMDX was incepted earlier than SWMCX: FSMDX (13 years) vs SWMCX (7 years). FSMDX is a more actively managed with annual turnover of: 9.00 vs. SWMCX (8.00). FSMDX (0) and SWMCX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 32.77 vs. SWMCX (31.00). FSMDX (64.70) and SWMCX (63.00) have equivalent 5 years return.
| FSMDX | SWMCX | FSMDX / SWMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 7 years | - |
| Gain YTD | 21.582 | 19.946 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.3B | 1.75B | 2,077% |
| Annual Yield % from dividends | 1.28 | 1.37 | 94% |
| Returns for 1 year | 32.77 | 31.00 | 106% |
| Returns for 3 years | 14.74 | 12.42 | 119% |
| Returns for 5 years | 64.70 | 63.00 | 103% |
| Returns for 10 years | 124.19 | N/A | - |