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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$92.17
Change+$1.25 (+1.37%)
VolumeN/A
Net Assets37.61B
Saratoga Mid Capitalization A
Price$11.42
Change+$0.16 (+1.42%)
VolumeN/A
Net Assets10.64M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Jun 27, 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 SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. SPMAX (10.6M). FSMAX pays higher dividends than SPMAX: FSMAX (0.50) 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 : 14.57 vs. SPMAX (-4.90). FSMAX return over 5 years is better than : 64.38 vs. SPMAX (22.66).
| 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 | 0.044 | 0.178 | 25% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 10.6M | 354,717% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 14.57 | -4.90 | -297% |
| Returns for 3 years | 43.69 | 13.28 | 329% |
| Returns for 5 years | 64.38 | 22.66 | 284% |
| Returns for 10 years | 73.79 | -16.65 | -443% |
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