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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$94.21
Change+$1.04 (+1.12%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization C
Price$7.90
Change+$0.07 (+0.89%)
VolumeN/A
Net Assets10.91M
FSMAX vs SPMCX Comparison Chart in %
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FSMAX vs. SPMCX commentary
Jul 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 StrongBuy and SPMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SPMCX (10.9M). 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 : 16.52 vs. SPMCX (-8.85). FSMAX return over 5 years is better than : 61.55 vs. SPMCX (2.09).
| 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 | 2.520 | 2.891 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 10.9M | 359,633% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 16.52 | -8.85 | -187% |
| Returns for 3 years | 51.50 | 6.53 | 789% |
| Returns for 5 years | 61.55 | 2.09 | 2,951% |
| Returns for 10 years | 77.16 | -34.91 | -221% |
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