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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$95.03
Change+$1.79 (+1.92%)
VolumeN/A
Net Assets39.63B
Saratoga Mid Capitalization I
Price$14.64
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets10.75M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Aug 06, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. SMIPX (10.8M). FSMAX pays higher dividends than SMIPX: FSMAX (0.46) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (14 years) vs SMIPX (23 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 : 16.04 vs. SMIPX (3.32). FSMAX return over 5 years is better than : 48.80 vs. SMIPX (27.18).
| 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 | 23 years | - |
| Gain YTD | 2.597 | 4.993 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 10.8M | 366,667% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 16.04 | 3.32 | 483% |
| Returns for 3 years | 36.22 | 19.17 | 189% |
| Returns for 5 years | 48.80 | 27.18 | 180% |
| Returns for 10 years | 80.74 | 0.15 | 52,180% |
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