FSMDX
Price
$37.52
Change
-$0.02 (-0.05%)
Updated
Dec 26 closing price
Net Assets
45.78B
SMBYX
Price
$39.77
Change
-$0.00 (-0.00%)
Updated
Dec 26 closing price
Net Assets
1.62B
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FSMDX vs SMBYX

Header iconFSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYXBanner chart's image
Fidelity Mid Cap Index
Price$37.52
Change-$0.02 (-0.05%)
VolumeN/A
Net Assets45.78B
ClearBridge Mid Cap I
Price$39.77
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets1.62B
FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Dec 27, 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 FSMDX is a Hold and SMBYX is a Buy.

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FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. SMBYX (1.62B). FSMDX pays higher dividends than SMBYX: FSMDX (1.24) vs SMBYX (0.24). FSMDX was incepted earlier than SMBYX: FSMDX (14 years) vs SMBYX (27 years). SMBYX (0.88) is less costly to investors than FSMDX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SMBYX: FSMDX (0) vs SMBYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 9.46 vs. SMBYX (-2.76). FSMDX return over 5 years is better than : 46.87 vs. SMBYX (-4.84).
FSMDXSMBYXFSMDX / SMBYX
Total Expense Ratio0.030.853%
Annual Report Gross Expense Ratio0.030.883%
Fund Existence14 years27 years-
Gain YTD11.433-1.217-939%
Front LoadN/AN/A-
Min. Initial Investment01000000-
Min. Initial Investment IRAN/AN/A-
Net Assets45.8B1.62B2,834%
Annual Yield % from dividends1.240.24517%
Returns for 1 year9.46-2.76-342%
Returns for 3 years48.9214.33341%
Returns for 5 years46.87-4.84-969%
Returns for 10 years151.0623.56641%
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