Interact to see
Advertisement
Advertisement
FSMAX vs SWMCX
FSMAX vs SWMCX Comparison
Open Charts FSMAX vs SWMCX
Fidelity Extended Market Index
Price$95.98
Change-$0.80 (-0.83%)
VolumeN/A
Net Assets39.63B
Schwab ® US Mid-Cap Index
Price$14.30
Change+$0.03 (+0.21%)
VolumeN/A
Net Assets2.14B
FSMAX vs SWMCX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SWMCX commentary
Aug 20, 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 SWMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. SWMCX (2.14B). SWMCX pays higher dividends than FSMAX: SWMCX (1.32) vs FSMAX (0.46). 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. SWMCX annual gain was more profitable for investors over the last year : 63.88 vs. FSMAX (15.48). SWMCX return over 5 years is better than : 462.83 vs. FSMAX (52.64).
| 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 | 6.492 | 7.315 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 2.14B | 1,850% |
| Annual Yield % from dividends | 0.46 | 1.32 | 35% |
| Returns for 1 year | 15.48 | 63.88 | 24% |
| Returns for 3 years | 39.87 | 229.52 | 17% |
| Returns for 5 years | 52.64 | 462.83 | 11% |
| Returns for 10 years | 96.12 | N/A | - |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| FRIRX | 12.12 | N/A | N/A |
| Fidelity Advisor Real Estate Income I | |||
| LAAGX | 16.49 | N/A | N/A |
| Lord Abbett International Growth A | |||
| HFCGX | 32.02 | -0.07 | -0.22% |
| Hennessy Cornerstone Growth Investor | |||
| ASCQX | 17.07 | -0.09 | -0.52% |
| American Century Small Company I | |||
| IGEAX | 65.17 | -1.11 | -1.67% |
| VY® T. Rowe Price Growth Equity A | |||