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FSMDX vs SPMIX
FSMDX vs SPMIX Comparison
Open Charts FSMDX vs SPMIX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Shelton S&P Midcap Index Investor
Price$26.24
Change-$0.49 (-1.83%)
VolumeN/A
Net Assets107.07M
FSMDX vs SPMIX Comparison Chart in %
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FSMDX vs. SPMIX commentary
Nov 14, 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 SPMIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. SPMIX (107M). FSMDX pays higher dividends than SPMIX: FSMDX (1.26) vs SPMIX (0.83). 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 : 4.21 vs. SPMIX (-7.96). FSMDX return over 5 years is better than : 55.45 vs. SPMIX (11.17).
| 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 | 10.246 | 5.702 | 180% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 107M | 42,056% |
| Annual Yield % from dividends | 1.26 | 0.83 | 151% |
| Returns for 1 year | 4.21 | -7.96 | -53% |
| Returns for 3 years | 41.46 | 7.69 | 539% |
| Returns for 5 years | 55.45 | 11.17 | 496% |
| Returns for 10 years | 143.82 | 3.44 | 4,178% |
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