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FSMAX vs SWMCX
FSMAX vs SWMCX Comparison
Open Charts FSMAX vs SWMCX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Schwab ® US Mid-Cap Index
Price$67.36
Change-$0.87 (-1.28%)
VolumeN/A
Net Assets2.01B
FSMAX vs SWMCX Comparison Chart
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FSMAX vs. SWMCX commentary
Jun 16, 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: 37.6B vs. SWMCX (2.01B). SWMCX pays higher dividends than FSMAX: SWMCX (1.39) vs FSMAX (0.50). FSMAX was incepted earlier than SWMCX: FSMAX (14 years) vs SWMCX (7 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 : 11.48 vs. SWMCX (9.96). SWMCX return over 5 years is better than : 71.47 vs. FSMAX (60.48).
| 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 | 7 years | - |
| Gain YTD | -2.080 | 1.385 | -150% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 2.01B | 1,870% |
| Annual Yield % from dividends | 0.50 | 1.39 | 36% |
| Returns for 1 year | 11.48 | 9.96 | 115% |
| Returns for 3 years | 47.57 | 40.67 | 117% |
| Returns for 5 years | 60.48 | 71.47 | 85% |
| Returns for 10 years | 66.64 | N/A | - |
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