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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$99.75
Change+$0.63 (+0.64%)
VolumeN/A
Net Assets39.63B
Saratoga Mid Capitalization A
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets10.71M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Aug 29, 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 SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. SPMAX (10.7M). FSMAX pays higher dividends than SPMAX: FSMAX (0.46) vs SPMAX (0.00). FSMAX was incepted earlier than SPMAX: FSMAX (14 years) vs SPMAX (23 years). SPMAX (2.03) is less costly to investors than FSMAX (0.04). SPMAX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SPMAX: FSMAX (0) vs SPMAX (2500). FSMAX annual gain was more profitable for investors over the last year : 17.59 vs. SPMAX (-0.97). FSMAX return over 5 years is better than : 52.77 vs. SPMAX (17.66).
| FSMAX | SPMAX | FSMAX / SPMAX | |
| Total Expense Ratio | 0.04 | 2.03 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 2.03 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 9.067 | 9.075 | 100% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 10.7M | 370,093% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 17.59 | -0.97 | -1,815% |
| Returns for 3 years | 48.67 | 19.38 | 251% |
| Returns for 5 years | 52.77 | 17.66 | 299% |
| Returns for 10 years | 100.52 | -5.04 | -1,995% |
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