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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$81.64
Change+$0.15 (+0.18%)
VolumeN/A
Net Assets36.55B
Saratoga Mid Capitalization A
Price$10.23
Change-$0.04 (-0.39%)
VolumeN/A
Net Assets10.05M
FSMAX vs SPMAX Comparison Chart
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FSMAX vs. SPMAX commentary
Apr 28, 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: 36.5B vs. SPMAX (10.1M). FSMAX pays higher dividends than SPMAX: FSMAX (0.53) 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 : 4.25 vs. SPMAX (-14.68). FSMAX return over 5 years is better than : 70.53 vs. SPMAX (18.95).
| 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 | -10.167 | -8.986 | 113% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 10.1M | 361,386% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 4.25 | -14.68 | -29% |
| Returns for 3 years | 17.92 | -1.92 | -934% |
| Returns for 5 years | 70.53 | 18.95 | 372% |
| Returns for 10 years | 53.62 | -24.50 | -219% |
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