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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Saratoga Mid Capitalization I
Price$12.54
Change-$0.60 (-4.57%)
VolumeN/A
Net Assets11.05M
FSMDX vs SMIPX Comparison Chart
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FSMDX vs. SMIPX commentary
Apr 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 FSMDX is a Hold and SMIPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SMIPX (11M). FSMDX pays higher dividends than SMIPX: FSMDX (1.20) 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 : 4.57 vs. SMIPX (-9.94). FSMDX return over 5 years is better than : 118.86 vs. SMIPX (56.60).
| 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 | -1.836 | -3.524 | 52% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 11M | 341,818% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 4.57 | -9.94 | -46% |
| Returns for 3 years | 13.46 | 2.66 | 507% |
| Returns for 5 years | 118.86 | 56.60 | 210% |
| Returns for 10 years | 99.53 | -9.16 | -1,087% |
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