Interact to see
Advertisement
Advertisement
FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
FSMDX vs SMIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMIPX commentary
Jun 15, 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 Buy and SMIPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SMIPX (10.5M). FSMDX pays higher dividends than SMIPX: FSMDX (1.14) vs SMIPX (0.00). FSMDX was incepted earlier than SMIPX: FSMDX (14 years) vs SMIPX (22 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 (8.00). 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 : 10.03 vs. SMIPX (-5.35). FSMDX return over 5 years is better than : 73.33 vs. SMIPX (24.63).
| 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 | 22 years | - |
| Gain YTD | 1.421 | -2.570 | -55% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 10.5M | 384,762% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 10.03 | -5.35 | -188% |
| Returns for 3 years | 42.08 | 17.23 | 244% |
| Returns for 5 years | 73.33 | 24.63 | 298% |
| Returns for 10 years | 108.65 | -9.80 | -1,109% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers