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FSMAX vs SPMIX
FSMAX vs SPMIX Comparison
Open Charts FSMAX vs SPMIX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Shelton S&P Midcap Index Investor
Price$26.24
Change-$0.49 (-1.83%)
VolumeN/A
Net Assets107.07M
FSMAX vs SPMIX Comparison Chart in %
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FSMAX vs. SPMIX commentary
Nov 14, 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 FSMAX is a Hold and SPMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. SPMIX (107M). SPMIX pays higher dividends than FSMAX: SPMIX (0.83) vs FSMAX (0.43). FSMAX was incepted earlier than SPMIX: FSMAX (14 years) vs SPMIX (34 years). SPMIX (0.64) is less costly to investors than FSMAX (0.04). SPMIX is a more actively managed with annual turnover of: 19.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than SPMIX: FSMAX (0) vs SPMIX (1000). FSMAX annual gain was more profitable for investors over the last year : 6.78 vs. SPMIX (-7.96). FSMAX return over 5 years is better than : 44.78 vs. SPMIX (11.17).
| FSMAX | SPMIX | FSMAX / SPMIX | |
| Total Expense Ratio | 0.04 | 0.64 | 5% |
| Annual Report Gross Expense Ratio | 0.04 | 0.64 | 5% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 11.598 | 5.702 | 203% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 107M | 38,785% |
| Annual Yield % from dividends | 0.43 | 0.83 | 52% |
| Returns for 1 year | 6.78 | -7.96 | -85% |
| Returns for 3 years | 53.30 | 7.69 | 693% |
| Returns for 5 years | 44.78 | 11.17 | 401% |
| Returns for 10 years | 108.36 | 3.44 | 3,148% |
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