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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Saratoga Mid Capitalization A
Price$11.11
Change-$0.33 (-2.88%)
VolumeN/A
Net Assets11.72M
FSMAX vs SPMAX Comparison Chart
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FSMAX vs. SPMAX commentary
Feb 23, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. SPMAX (11.7M). FSMAX pays higher dividends than SPMAX: FSMAX (1.10) vs SPMAX (0.00). FSMAX was incepted earlier than SPMAX: FSMAX (13 years) vs SPMAX (23 years). SPMAX is a more actively managed with annual turnover of: 68.00 vs. FSMAX (18.00). 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 : 15.39 vs. SPMAX (-6.64). FSMAX return over 5 years is better than : 41.45 vs. SPMAX (-3.22).
| FSMAX | SPMAX | FSMAX / SPMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 0.341 | -1.157 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 11.7M | 358,120% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 15.39 | -6.64 | -232% |
| Returns for 3 years | 24.35 | 2.97 | 821% |
| Returns for 5 years | 41.45 | -3.22 | -1,286% |
| Returns for 10 years | 72.15 | -16.34 | -442% |
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