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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$35.86
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets45.03B
Saratoga Mid Capitalization I
Price$14.43
Change+$0.08 (+0.56%)
VolumeN/A
Net Assets9.98M
FSMDX vs SMIPX Comparison Chart in %
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FSMDX vs. SMIPX commentary
Nov 20, 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: 45B vs. SMIPX (9.98M). FSMDX pays higher dividends than SMIPX: FSMDX (1.26) 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 : 1.88 vs. SMIPX (-11.86). FSMDX return over 5 years is better than : 48.61 vs. SMIPX (11.12).
| 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 | 23 years | - |
| Gain YTD | 6.595 | 5.360 | 123% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 9.98M | 451,083% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 1.88 | -11.86 | -16% |
| Returns for 3 years | 38.96 | 19.98 | 195% |
| Returns for 5 years | 48.61 | 11.12 | 437% |
| Returns for 10 years | 129.06 | 7.16 | 1,804% |
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