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FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
Open Charts FSMDX vs SWMCX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Schwab ® US Mid-Cap Index
Price$61.66
Change-$3.57 (-5.47%)
VolumeN/A
Net Assets1.79B
FSMDX vs SWMCX Comparison Chart
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FSMDX vs. SWMCX commentary
Apr 04, 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 Hold and SWMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SWMCX (1.79B). SWMCX pays higher dividends than FSMDX: SWMCX (1.45) vs FSMDX (1.20). FSMDX was incepted earlier than SWMCX: FSMDX (14 years) vs SWMCX (7 years). SWMCX (0.04) is less costly to investors than FSMDX (0.03). SWMCX is a more actively managed with annual turnover of: 13.00 vs. FSMDX (8.00). FSMDX (0) and SWMCX (0) have matching initial minimum investment requirements. FSMDX (4.57) and SWMCX (4.56) have marching annual gain over last year. FSMDX (118.86) and SWMCX (116.78) have equivalent 5 years return.
| FSMDX | SWMCX | FSMDX / SWMCX | |
| Total Expense Ratio | 0.03 | 0.04 | 63% |
| Annual Report Gross Expense Ratio | 0.03 | 0.04 | 63% |
| Fund Existence | 14 years | 7 years | - |
| Gain YTD | -1.836 | -1.821 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 1.79B | 2,101% |
| Annual Yield % from dividends | 1.20 | 1.45 | 82% |
| Returns for 1 year | 4.57 | 4.56 | 100% |
| Returns for 3 years | 13.46 | 12.42 | 108% |
| Returns for 5 years | 118.86 | 116.78 | 102% |
| Returns for 10 years | 99.53 | N/A | - |
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