FSMAX
Price
$95.09
Change
+$0.88 (+0.93%)
Updated
Jul 3 closing price
Net Assets
39.17B
SWMCX
Price
$70.94
Change
+$0.44 (+0.62%)
Updated
Jul 3 closing price
Net Assets
2.12B
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FSMAX vs SWMCX

Header iconFSMAX vs SWMCX Comparison
Open Charts FSMAX vs SWMCXBanner chart's image
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.

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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).
FSMAXSWMCXFSMAX / SWMCX
Total Expense Ratio0.040.0488%
Annual Report Gross Expense Ratio0.040.0488%
Fund Existence14 years8 years-
Gain YTD4.6326.77368%
Front LoadN/AN/A-
Min. Initial Investment00-
Min. Initial Investment IRAN/AN/A-
Net Assets39.2B2.12B1,848%
Annual Yield % from dividends0.471.3435%
Returns for 1 year18.6116.36114%
Returns for 3 years54.6246.31118%
Returns for 5 years64.8876.7984%
Returns for 10 years81.19N/A-
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