Investment Test Drive

FMDCX Federated Mid-Capital Index Fund Svc

15 lower fee alternatives found

FeeX scanned the market for similar funds with lower fees and better past returns
Show results with
Fund FMDCX Federated Mid-Capital Index Fund Svc IJH iShares Core S&P Mid-Cap ETF SCHM Schwab US Mid-Cap ETF  
100% 97% 94%
Annual Fees
(0.56% Exp. Ratio)
(0.07% Exp. Ratio)
(0.05% Exp. Ratio)
Future Est. Balance in 30 yrs
Assuming 5.69% annual return
$44,404.94 $51,460.55 $51,770.43
Est. savings over 30 yrs +$7,055.61 +$7,365.49
As of 2/28/18
1 YR RETURN 8.98%
3 YR 8.55%
5 YR 12.32%
10 YR 10.22%
1 YR RETURN 9.50%
3 YR 9.04%
5 YR 12.73%
10 YR 10.59%
1 YR RETURN 12.85%
3 YR 8.87%
5 YR 13.39%
10 YR --
The Fund seeks investment results generally corresponding to the aggregate price and dividend of the mid-level stock capitalization sector of the U.S. equity markets. The Fund invests its net assets in common stocks included in the S&P Midcap 400 Index. The Fund may also invest in derivatives and convertible securities.
The Fund seeks investment results that correspond generally to the price and yield performance, before fees and expenses, of the S&P MidCap 400 Index. The Index measures the performance of the mid-capitalization sector of the US equity market. Uses a representative sampling strategy to try to track the Index.
The Fund seeks to track as closely as possible, before fees and expenses, the total return of the Dow Jones U.S. Mid-Cap Total Stock Market Index. The Fund generally invests in securities that are included in the index.

Join FeeX to view all alternatives, get more data and filtering options, and be able to automatically scan all your investments for lower fee replacements.

It's free!

The fees, balance and savings information above are estimated numbers, based on the data FeeX had at the day of publication, but may not be accurate due to incomplete or erroneous data.

The best choice is based on a combined analysis of lowest fees and highest similarity to the original fund.


FeeX's similarity algorithm analyzes over 15 investment characteristics like investment category, asset allocation, strategy, geographical allocation and more. FeeX gives each its own weight and calculates the similarity of any two investments based on a scale of 0 to 100%. Funds with a similarity ranking of 85% and higher are considered "similar".

Yes, funds and ETFs charge fees

Deep within every fund you own lies a hidden fee called expense ratio. It takes away a set % of your savings each and every year. It can often be easily reduced by switching to similar investments with lower expense ratios.


Your Feedback has been sent successfully!