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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$94.88
Change-$0.07 (-0.07%)
VolumeN/A
Net Assets39.63B
Saratoga Mid Capitalization A
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets10.78M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Aug 08, 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 (10.8M). 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 : 21.74 vs. SPMAX (4.97). FSMAX return over 5 years is better than : 51.34 vs. SPMAX (17.71).
| 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 | 4.478 | 7.028 | 64% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 10.8M | 366,667% |
| Annual Yield % from dividends | 0.46 | 0.00 | - |
| Returns for 1 year | 21.74 | 4.97 | 437% |
| Returns for 3 years | 37.63 | 16.12 | 233% |
| Returns for 5 years | 51.34 | 17.71 | 290% |
| Returns for 10 years | 81.66 | -11.41 | -716% |