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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Saratoga Mid Capitalization C
Price$8.02
Change+$0.07 (+0.88%)
VolumeN/A
Net Assets13.25M
FSMAX vs SPMCX Comparison Chart
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FSMAX vs. SPMCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.8B vs. SPMCX (13.3M). 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 : 26.14 vs. SPMCX (-0.25). FSMAX return over 5 years is better than : 48.39 vs. SPMCX (-13.58).
| 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 | 3.994 | 5.388 | 74% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 13.3M | 306,767% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 26.14 | -0.25 | -10,507% |
| Returns for 3 years | 21.40 | -3.72 | -575% |
| Returns for 5 years | 48.39 | -13.58 | -356% |
| Returns for 10 years | 90.18 | -25.67 | -351% |