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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
FSMAX vs SMIPX Comparison Chart
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FSMAX vs. SMIPX commentary
Jun 15, 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: 37.6B vs. SMIPX (10.5M). FSMAX pays higher dividends than SMIPX: FSMAX (0.50) 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 : 11.48 vs. SMIPX (-5.35). FSMAX return over 5 years is better than : 60.48 vs. SMIPX (24.63).
| 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 | -2.080 | -2.570 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 10.5M | 358,095% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | -5.35 | -215% |
| Returns for 3 years | 47.57 | 17.23 | 276% |
| Returns for 5 years | 60.48 | 24.63 | 246% |
| Returns for 10 years | 66.64 | -9.80 | -680% |
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