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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$38.48
Change+$0.08 (+0.21%)
VolumeN/A
Net Assets45.79B
Shelton S&P Midcap Index Investor
Price$27.06
Change+$0.03 (+0.11%)
VolumeN/A
Net Assets111.73M
FSMDX vs SPMIX Comparison Chart in %
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FSMDX vs. SPMIX commentary
Jan 15, 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 Hold and SPMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. SPMIX (112M). FSMDX pays higher dividends than SPMIX: FSMDX (1.10) vs SPMIX (0.88). FSMDX was incepted earlier than SPMIX: FSMDX (14 years) vs SPMIX (34 years). SPMIX (0.64) 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 : 15.11 vs. SPMIX (7.00). FSMDX return over 5 years is better than : 45.72 vs. SPMIX (5.29).
| FSMDX | SPMIX | FSMDX / SPMIX | |
| Total Expense Ratio | 0.03 | 0.64 | 4% |
| Annual Report Gross Expense Ratio | 0.03 | 0.64 | 4% |
| Fund Existence | 14 years | 34 years | - |
| Gain YTD | 3.981 | 5.012 | 79% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 112M | 40,893% |
| Annual Yield % from dividends | 1.10 | 0.88 | 125% |
| Returns for 1 year | 15.11 | 7.00 | 216% |
| Returns for 3 years | 45.52 | 14.67 | 310% |
| Returns for 5 years | 45.72 | 5.29 | 864% |
| Returns for 10 years | 187.52 | 36.40 | 515% |