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FSMAX vs SWMCX
FSMAX vs SWMCX Comparison
Open Charts FSMAX vs SWMCX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Schwab ® US Mid-Cap Index
Price$70.94
Change+$0.44 (+0.62%)
VolumeN/A
Net Assets2.12B
FSMAX vs SWMCX Comparison Chart in %
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FSMAX vs. SWMCX commentary
Jul 07, 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 Buy and SWMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SWMCX (2.12B). SWMCX pays higher dividends than FSMAX: SWMCX (1.34) vs FSMAX (0.47). FSMAX was incepted earlier than SWMCX: FSMAX (14 years) vs SWMCX (8 years). SWMCX (0.04) is less costly to investors than FSMAX (0.04). SWMCX is a more actively managed with annual turnover of: 13.00 vs. FSMAX (9.00). FSMAX (0) and SWMCX (0) have matching initial minimum investment requirements. FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. SWMCX (16.36). SWMCX return over 5 years is better than : 76.79 vs. FSMAX (64.88).
| FSMAX | SWMCX | FSMAX / SWMCX | |
| Total Expense Ratio | 0.04 | 0.04 | 88% |
| Annual Report Gross Expense Ratio | 0.04 | 0.04 | 88% |
| Fund Existence | 14 years | 8 years | - |
| Gain YTD | 4.632 | 6.773 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 2.12B | 1,848% |
| Annual Yield % from dividends | 0.47 | 1.34 | 35% |
| Returns for 1 year | 18.61 | 16.36 | 114% |
| Returns for 3 years | 54.62 | 46.31 | 118% |
| Returns for 5 years | 64.88 | 76.79 | 84% |
| Returns for 10 years | 81.19 | N/A | - |
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