Ad is loading...
FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$35.42
Change+$0.08 (+0.23%)
VolumeN/A
Net Assets37.02B
Saratoga Mid Capitalization I
Price$14.62
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets13.45M
FSMDX vs SMIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMIPX commentary
Jan 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 Hold and SMIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. SMIPX (13.5M). FSMDX pays higher dividends than SMIPX: FSMDX (1.28) vs SMIPX (0.00). FSMDX was incepted earlier than SMIPX: FSMDX (13 years) vs SMIPX (22 years). SMIPX is a more actively managed with annual turnover of: 68.00 vs. FSMDX (9.00). 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 : 21.47 vs. SMIPX (11.01). FSMDX return over 5 years is better than : 57.65 vs. SMIPX (15.88).
| FSMDX | SMIPX | FSMDX / SMIPX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 4.886 | 7.342 | 67% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 13.5M | 274,074% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 21.47 | 11.01 | 195% |
| Returns for 3 years | 25.98 | 15.94 | 163% |
| Returns for 5 years | 57.65 | 15.88 | 363% |
| Returns for 10 years | 121.18 | 9.82 | 1,234% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| DHLAX | 33.55 | 0.34 | +1.02% |
| Diamond Hill Large Cap Inv | |||
| WFEDX | 12.82 | 0.08 | +0.63% |
| Allspring International Equity Admin | |||
| SEPKX | 57.42 | 0.22 | +0.38% |
| Allspring Mid Cap Growth Fund - Cl Admin | |||
| MEPAX | 10.89 | N/A | N/A |
| MassMutual Disciplined Value A | |||
| KGGIX | 11.30 | -0.02 | -0.18% |
| Kopernik Global All-Cap I | |||