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FSMAX vs SWMCX
FSMAX vs SWMCX Comparison
Open Charts FSMAX vs SWMCX
Fidelity Extended Market Index
Price$101.01
Change+$0.91 (+0.91%)
VolumeN/A
Net Assets41.05B
Schwab ® US Mid-Cap Index
Price$14.61
Change+$0.16 (+1.11%)
VolumeN/A
Net Assets2.18B
FSMAX vs SWMCX Comparison Chart in %
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FSMAX vs. SWMCX commentary
Sep 28, 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: 41B vs. SWMCX (2.18B). SWMCX pays higher dividends than FSMAX: SWMCX (1.28) vs FSMAX (0.44). 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). FSMAX is a more actively managed with annual turnover of: 15.00 vs. SWMCX (13.00). FSMAX (0) and SWMCX (0) have matching initial minimum investment requirements. SWMCX annual gain was more profitable for investors over the last year : 709.95 vs. FSMAX (16.92). SWMCX return over 5 years is better than : 2846.98 vs. FSMAX (63.96).
| 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 | 11.147 | 449.744 | 2% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 2.18B | 1,882% |
| Annual Yield % from dividends | 0.44 | 1.28 | 35% |
| Returns for 1 year | 16.92 | 709.95 | 2% |
| Returns for 3 years | 71.41 | 1867.90 | 4% |
| Returns for 5 years | 63.96 | 2846.98 | 2% |
| Returns for 10 years | 118.30 | N/A | - |
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