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FAMEX vs FSMDX
FAMEX vs FSMDX Comparison
Open Charts FAMEX vs FSMDX
FAM Dividend Focus Fund Investor
Price$57.06
Change+$0.69 (+1.22%)
VolumeN/A
Net Assets716.63M
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
FAMEX vs FSMDX Comparison Chart in %
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FAMEX vs. FSMDX commentary
Dec 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 FAMEX is a Buy and FSMDX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. FAMEX (717M). FSMDX pays higher dividends than FAMEX: FSMDX (1.24) vs FAMEX (0.09). FAMEX was incepted earlier than FSMDX: FAMEX (30 years) vs FSMDX (14 years). FAMEX (1.22) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. FAMEX (7.00). FSMDX has a lower initial minimum investment than FAMEX: FSMDX (0) vs FAMEX (500). FSMDX annual gain was more profitable for investors over the last year : 1.54 vs. FAMEX (-8.74). FSMDX return over 5 years is better than : 48.70 vs. FAMEX (37.05).
| FAMEX | FSMDX | FAMEX / FSMDX | |
| Total Expense Ratio | 1.22 | 0.03 | 4,880% |
| Annual Report Gross Expense Ratio | 1.22 | 0.03 | 4,880% |
| Fund Existence | 30 years | 14 years | - |
| Gain YTD | 2.456 | 10.097 | 24% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 500 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 717M | 45.8B | 2% |
| Annual Yield % from dividends | 0.09 | 1.24 | 7% |
| Returns for 1 year | -8.74 | 1.54 | -569% |
| Returns for 3 years | 19.00 | 38.99 | 49% |
| Returns for 5 years | 37.05 | 48.70 | 76% |
| Returns for 10 years | 130.02 | 136.04 | 96% |
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