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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization C
Price$8.12
Change+$0.06 (+0.74%)
VolumeN/A
Net Assets10.73M
FSMAX vs SPMCX Comparison Chart in %
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FSMAX vs. SPMCX commentary
Jul 26, 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 SPMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SPMCX (10.7M). FSMAX pays higher dividends than SPMCX: FSMAX (0.47) vs SPMCX (0.00). FSMAX was incepted earlier than SPMCX: FSMAX (14 years) vs SPMCX (23 years). SPMCX (2.63) is less costly to investors than FSMAX (0.04). SPMCX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SPMCX: FSMAX (0) vs SPMCX (250). FSMAX annual gain was more profitable for investors over the last year : 14.55 vs. SPMCX (-8.72). FSMAX return over 5 years is better than : 60.82 vs. SPMCX (1.13).
| FSMAX | SPMCX | FSMAX / SPMCX | |
| Total Expense Ratio | 0.04 | 2.63 | 1% |
| Annual Report Gross Expense Ratio | 0.04 | 2.63 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.480 | 5.913 | 93% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 10.7M | 366,355% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 14.55 | -8.72 | -167% |
| Returns for 3 years | 50.71 | 7.75 | 654% |
| Returns for 5 years | 60.82 | 1.13 | 5,386% |
| Returns for 10 years | 84.87 | -32.21 | -263% |
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