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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$91.19
Change-$2.88 (-3.06%)
VolumeN/A
Net Assets41.92B
Saratoga Mid Capitalization C
Price$7.52
Change-$0.22 (-2.84%)
VolumeN/A
Net Assets11.72M
FSMAX vs SPMCX Comparison Chart
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FSMAX vs. SPMCX 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 SPMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. SPMCX (11.7M). FSMAX pays higher dividends than SPMCX: FSMAX (1.10) vs SPMCX (0.00). FSMAX was incepted earlier than SPMCX: FSMAX (13 years) vs SPMCX (23 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. FSMAX (18.00). 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 : 15.39 vs. SPMCX (-13.36). FSMAX return over 5 years is better than : 41.45 vs. SPMCX (-19.31).
| FSMAX | SPMCX | FSMAX / SPMCX | |
| 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 | -1.183 | -29% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| 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 | -13.36 | -115% |
| Returns for 3 years | 24.35 | -6.70 | -363% |
| Returns for 5 years | 41.45 | -19.31 | -215% |
| Returns for 10 years | 72.15 | -36.05 | -200% |
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