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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$96.78
Change+$0.13 (+0.13%)
VolumeN/A
Net Assets41.46B
Saratoga Mid Capitalization A
Price$11.81
Change-$0.04 (-0.34%)
VolumeN/A
Net Assets10.01M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Nov 20, 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: 41.5B vs. SPMAX (10M). FSMAX pays higher dividends than SPMAX: FSMAX (0.43) 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 (15.00). 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 : 4.46 vs. SPMAX (-13.69). FSMAX return over 5 years is better than : 33.47 vs. SPMAX (2.42).
| 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 | 6.349 | 5.427 | 117% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 10M | 415,000% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 4.46 | -13.69 | -33% |
| Returns for 3 years | 49.71 | 15.38 | 323% |
| Returns for 5 years | 33.47 | 2.42 | 1,383% |
| Returns for 10 years | 93.83 | -5.44 | -1,726% |
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