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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
Saratoga Mid Capitalization I
Price$13.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.53M
FSMAX vs SMIPX Comparison Chart
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FSMAX vs. SMIPX commentary
May 23, 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 StrongBuy and SMIPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. SMIPX (10.5M). FSMAX pays higher dividends than SMIPX: FSMAX (0.54) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (14 years) vs SMIPX (22 years). SMIPX (1.63) is less costly to investors than FSMAX (0.04). SMIPX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (9.00). 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 : 6.44 vs. SMIPX (-7.60). FSMAX return over 5 years is better than : 63.33 vs. SMIPX (29.12).
| FSMAX | SMIPX | FSMAX / SMIPX | |
| Total Expense Ratio | 0.04 | 1.63 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.63 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -4.357 | -2.643 | 165% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 10.5M | 342,857% |
| Annual Yield % from dividends | 0.54 | 0.00 | - |
| Returns for 1 year | 6.44 | -7.60 | -85% |
| Returns for 3 years | 35.01 | 10.87 | 322% |
| Returns for 5 years | 63.33 | 29.12 | 218% |
| Returns for 10 years | 62.99 | -10.22 | -616% |
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