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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$94.35
Change-$1.02 (-1.07%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization I
Price$14.23
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets10.69M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Jul 13, 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: 39.2B vs. SMIPX (10.7M). FSMAX pays higher dividends than SMIPX: FSMAX (0.47) 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 : 14.64 vs. SMIPX (0.14). FSMAX return over 5 years is better than : 61.12 vs. SMIPX (36.32).
| 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 | 3.818 | 4.479 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 10.7M | 366,355% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 14.64 | 0.14 | 10,402% |
| Returns for 3 years | 53.30 | 27.05 | 197% |
| Returns for 5 years | 61.12 | 36.32 | 168% |
| Returns for 10 years | 76.71 | -2.88 | -2,663% |
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