Ad is loading...
FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$81.32
Change-$1.40 (-1.69%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization C
Price$8.64
Change-$0.13 (-1.48%)
VolumeN/A
CapitalizationN/A
View a ticker or compare two or three
VS
VS
FSMAX vs SPMCX Comparison Chart
Loading...
FSMAX vs. SPMCX commentary
Sep 08, 2024
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 Buy and SPMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. SPMCX (12M). FSMAX pays higher dividends than SPMCX: FSMAX (1.10) vs SPMCX (0.00). FSMAX was incepted earlier than SPMCX: FSMAX (13 years) vs SPMCX (22 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 (17.00) and SPMCX (16.78) have marching annual gain over last year. FSMAX return over 5 years is better than : 41.51 vs. SPMCX (2.69).
| FSMAX | SPMCX | FSMAX / SPMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 5.970 | 6.561 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 12M | 349,167% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 17.00 | 16.78 | 101% |
| Returns for 3 years | -7.22 | -15.18 | 48% |
| Returns for 5 years | 41.51 | 2.69 | 1,541% |
| Returns for 10 years | 61.60 | -33.10 | -186% |