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FSMDX vs SWMCX
FSMDX vs SWMCX Comparison
Open Charts FSMDX vs SWMCX
Fidelity Mid Cap Index
Price$36.90
Change+$0.16 (+0.44%)
VolumeN/A
Net Assets43.39B
Schwab ® US Mid-Cap Index
Price$14.55
Change+$0.06 (+0.41%)
VolumeN/A
Net Assets2.17B
FSMDX vs SWMCX Comparison Chart in %
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FSMDX vs. SWMCX commentary
Aug 28, 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 StrongBuy and SWMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. SWMCX (2.17B). SWMCX (1.32) and FSMDX (1.29) have matching dividends . FSMDX was incepted earlier than SWMCX: FSMDX (14 years) vs SWMCX (8 years). SWMCX (0.04) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. SWMCX (13.00). FSMDX (0) and SWMCX (0) have matching initial minimum investment requirements. SWMCX annual gain was more profitable for investors over the last year : 721.85 vs. FSMDX (11.61). SWMCX return over 5 years is better than : 2697.16 vs. FSMDX (66.58).
| 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 | 8 years | - |
| Gain YTD | 9.059 | 445.229 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 2.17B | 2,000% |
| Annual Yield % from dividends | 1.29 | 1.32 | 98% |
| Returns for 1 year | 11.61 | 721.85 | 2% |
| Returns for 3 years | 40.92 | 1631.13 | 3% |
| Returns for 5 years | 66.58 | 2697.16 | 2% |
| Returns for 10 years | 137.52 | N/A | - |
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