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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$78.74
Change-$5.91 (-6.98%)
VolumeN/A
Net Assets36.55B
Saratoga Mid Capitalization C
Price$6.99
Change-$0.34 (-4.64%)
VolumeN/A
Net Assets11.05M
FSMAX vs SPMCX Comparison Chart
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FSMAX vs. SPMCX commentary
Apr 04, 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: 36.5B vs. SPMCX (11M). FSMAX pays higher dividends than SPMCX: FSMAX (0.53) 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 : 3.80 vs. SPMCX (-19.01). FSMAX return over 5 years is better than : 106.28 vs. SPMCX (20.36).
| 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 | -6.855 | -3.679 | 186% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 11M | 331,818% |
| Annual Yield % from dividends | 0.53 | 0.00 | - |
| Returns for 1 year | 3.80 | -19.01 | -20% |
| Returns for 3 years | 8.54 | -10.94 | -78% |
| Returns for 5 years | 106.28 | 20.36 | 522% |
| Returns for 10 years | 57.10 | -38.97 | -147% |
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