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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$102.72
Change+$1.18 (+1.16%)
VolumeN/A
Net Assets41.44B
Saratoga Mid Capitalization A
Price$12.29
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets10.44M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Oct 09, 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 Buy and SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. SPMAX (10.4M). FSMAX pays higher dividends than SPMAX: FSMAX (0.44) 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 : 17.85 vs. SPMAX (-5.81). FSMAX return over 5 years is better than : 50.18 vs. SPMAX (14.19).
| 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 | 11.730 | 8.096 | 145% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.4B | 10.4M | 398,077% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 17.85 | -5.81 | -307% |
| Returns for 3 years | 68.00 | 29.53 | 230% |
| Returns for 5 years | 50.18 | 14.19 | 354% |
| Returns for 10 years | 104.77 | -4.34 | -2,415% |
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