Interact to see
Advertisement
Advertisement
FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$37.32
Change+$0.30 (+0.81%)
VolumeN/A
Net Assets45.78B
Shelton S&P Midcap Index Investor
Price$25.75
Change+$0.18 (+0.70%)
VolumeN/A
Net Assets106.8M
FSMDX vs SPMIX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SPMIX commentary
Dec 04, 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 StrongBuy and SPMIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. SPMIX (107M). FSMDX pays higher dividends than SPMIX: FSMDX (1.24) vs SPMIX (0.89). 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). SPMIX is a more actively managed with annual turnover of: 19.00 vs. FSMDX (15.00). 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 : 1.54 vs. SPMIX (-5.04). FSMDX return over 5 years is better than : 48.70 vs. SPMIX (11.44).
| 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 | 10.097 | 1.985 | 509% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 107M | 42,804% |
| Annual Yield % from dividends | 1.24 | 0.89 | 139% |
| Returns for 1 year | 1.54 | -5.04 | -30% |
| Returns for 3 years | 38.99 | 9.60 | 406% |
| Returns for 5 years | 48.70 | 11.44 | 426% |
| Returns for 10 years | 136.04 | 14.03 | 970% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers