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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$74.62
Change-$4.12 (-5.23%)
VolumeN/A
Net Assets36.55B
Saratoga Mid Capitalization I
Price$11.83
Change-$0.71 (-5.66%)
VolumeN/A
Net Assets9.94M
FSMAX vs SMIPX Comparison Chart
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FSMAX vs. SMIPX commentary
Apr 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. SMIPX (9.94M). FSMAX pays higher dividends than SMIPX: FSMAX (0.53) 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 : -7.52 vs. SMIPX (-17.85). FSMAX return over 5 years is better than : 81.84 vs. SMIPX (40.99).
| 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 | -17.892 | -13.142 | 136% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 9.94M | 367,351% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | -7.52 | -17.85 | 42% |
| Returns for 3 years | -1.92 | -6.85 | 28% |
| Returns for 5 years | 81.84 | 40.99 | 200% |
| Returns for 10 years | 39.20 | -17.77 | -221% |
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