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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$35.99
Change+$0.52 (+1.47%)
VolumeN/A
Net Assets43.39B
Saratoga Mid Capitalization I
Price$14.64
Change+$0.07 (+0.48%)
VolumeN/A
Net Assets10.75M
FSMDX vs SMIPX Comparison Chart in %
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FSMDX vs. SMIPX commentary
Aug 06, 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 FSMDX is a Hold and SMIPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. SMIPX (10.8M). FSMDX pays higher dividends than SMIPX: FSMDX (1.29) vs SMIPX (0.00). FSMDX was incepted earlier than SMIPX: FSMDX (14 years) vs SMIPX (23 years). SMIPX (1.63) is less costly to investors than FSMDX (0.03). SMIPX is a more actively managed with annual turnover of: 129.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SMIPX: FSMDX (0) vs SMIPX (250). FSMDX annual gain was more profitable for investors over the last year : 13.14 vs. SMIPX (3.32). FSMDX return over 5 years is better than : 64.32 vs. SMIPX (27.18).
| FSMDX | SMIPX | FSMDX / SMIPX | |
| Total Expense Ratio | 0.03 | 1.63 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.63 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 5.289 | 4.993 | 106% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 10.8M | 401,852% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 13.14 | 3.32 | 395% |
| Returns for 3 years | 34.17 | 19.17 | 178% |
| Returns for 5 years | 64.32 | 27.18 | 237% |
| Returns for 10 years | 121.26 | 0.15 | 78,364% |
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