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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$89.48
Change+$0.06 (+0.07%)
VolumeN/A
Net Assets37.61B
Saratoga Mid Capitalization A
Price$11.01
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.51M
FSMAX vs SPMAX Comparison Chart
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FSMAX vs. SPMAX commentary
Jun 05, 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 (10.5M). 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 : 13.05 vs. SPMAX (-6.29). FSMAX return over 5 years is better than : 51.30 vs. SPMAX (6.47).
| 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 | -1.607 | -1.957 | 82% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 10.5M | 358,095% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 13.05 | -6.29 | -207% |
| Returns for 3 years | 32.79 | 2.99 | 1,096% |
| Returns for 5 years | 51.30 | 6.47 | 792% |
| Returns for 10 years | 67.85 | -19.73 | -344% |
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