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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$33.76
Change-$0.05 (-0.15%)
VolumeN/A
Net Assets37.69B
Saratoga Mid Capitalization I
Price$13.26
Change-$0.00 (-0.00%)
VolumeN/A
Net Assets10.53M
FSMDX vs SMIPX Comparison Chart
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FSMDX vs. SMIPX commentary
May 23, 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: 37.7B vs. SMIPX (10.5M). FSMDX pays higher dividends than SMIPX: FSMDX (1.21) 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 : 6.86 vs. SMIPX (-7.60). FSMDX return over 5 years is better than : 78.84 vs. SMIPX (29.12).
| 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 | 0.118 | -2.643 | -4% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.7B | 10.5M | 359,048% |
| Annual Yield % from dividends | 1.21 | 0.00 | - |
| Returns for 1 year | 6.86 | -7.60 | -90% |
| Returns for 3 years | 31.52 | 10.87 | 290% |
| Returns for 5 years | 78.84 | 29.12 | 271% |
| Returns for 10 years | 102.29 | -10.22 | -1,000% |
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