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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$38.27
Change+$1.11 (+2.99%)
VolumeN/A
Net Assets46.87B
Shelton S&P Midcap Index Investor
Price$27.04
Change+$0.52 (+1.96%)
VolumeN/A
Net Assets111.24M
FSMDX vs SPMIX Comparison Chart in %
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FSMDX vs. SPMIX commentary
Feb 04, 2026
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 Buy and SPMIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 46.9B vs. SPMIX (111M). FSMDX pays higher dividends than SPMIX: FSMDX (1.07) vs SPMIX (0.85). FSMDX was incepted earlier than SPMIX: FSMDX (14 years) vs SPMIX (34 years). SPMIX (0.63) is less costly to investors than FSMDX (0.03). FSMDX is a more actively managed with annual turnover of: 15.00 vs. SPMIX (12.00). FSMDX has a lower initial minimum investment than SPMIX: FSMDX (0) vs SPMIX (1000). FSMDX annual gain was more profitable for investors over the last year : 10.78 vs. SPMIX (4.54). FSMDX return over 5 years is better than : 44.63 vs. SPMIX (5.17).
| FSMDX | SPMIX | FSMDX / SPMIX | |
| Total Expense Ratio | 0.03 | 0.63 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.63 | 4% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 3.683 | 5.051 | 73% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 46.9B | 111M | 42,252% |
| Annual Yield % from dividends | 1.07 | 0.85 | 126% |
| Returns for 1 year | 10.78 | 4.54 | 238% |
| Returns for 3 years | 39.55 | 9.36 | 423% |
| Returns for 5 years | 44.63 | 5.17 | 862% |
| Returns for 10 years | 187.08 | 35.46 | 528% |
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