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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization I
Price$13.80
Change+$0.18 (+1.32%)
VolumeN/A
CapitalizationN/A
FSMAX vs SMIPX Comparison Chart
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FSMAX vs. SMIPX commentary
Dec 23, 2024
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: 44.5B vs. SMIPX (12.9M). 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 : 19.04 vs. SMIPX (4.86). FSMAX return over 5 years is better than : 48.61 vs. SMIPX (10.78).
| 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 | 18.403 | 4.151 | 443% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 12.9M | 344,961% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 19.04 | 4.86 | 392% |
| Returns for 3 years | 10.32 | 6.89 | 150% |
| Returns for 5 years | 48.61 | 10.78 | 451% |
| Returns for 10 years | 81.00 | 2.37 | 3,416% |
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