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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$96.19
Change+$0.34 (+0.35%)
VolumeN/A
Net Assets40.78B
Saratoga Mid Capitalization I
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets13.45M
FSMAX vs SMIPX Comparison Chart
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FSMAX vs. SMIPX commentary
Jan 25, 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 FSMAX is a Hold and SMIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. SMIPX (13.5M). FSMAX pays higher dividends than SMIPX: FSMAX (1.10) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (13 years) vs SMIPX (22 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. FSMAX (18.00). FSMAX has a lower initial minimum investment than SMIPX: FSMAX (0) vs SMIPX (250). FSMAX annual gain was more profitable for investors over the last year : 26.23 vs. SMIPX (11.01). FSMAX return over 5 years is better than : 52.97 vs. SMIPX (15.88).
| FSMAX | SMIPX | FSMAX / SMIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 5.843 | 7.342 | 80% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 13.5M | 302,222% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.23 | 11.01 | 238% |
| Returns for 3 years | 27.74 | 15.94 | 174% |
| Returns for 5 years | 52.97 | 15.88 | 333% |
| Returns for 10 years | 87.92 | 9.82 | 896% |
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