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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$31.98
Change+$0.62 (+1.98%)
VolumeN/A
Net Assets37.64B
Saratoga Mid Capitalization I
Price$12.46
Change+$0.20 (+1.63%)
VolumeN/A
Net Assets9.93M
FSMDX vs SMIPX Comparison Chart
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FSMDX vs. SMIPX commentary
Apr 25, 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: 37.6B vs. SMIPX (9.93M). 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 : 2.08 vs. SMIPX (-12.68). FSMDX return over 5 years is better than : 77.28 vs. SMIPX (27.66).
| 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 | -7.137 | -9.985 | 71% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 9.93M | 378,612% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 2.08 | -12.68 | -16% |
| Returns for 3 years | 12.77 | -1.05 | -1,217% |
| Returns for 5 years | 77.28 | 27.66 | 279% |
| Returns for 10 years | 89.07 | -15.13 | -589% |
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