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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$34.10
Change-$0.24 (-0.70%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization I
Price$13.80
Change+$0.18 (+1.32%)
VolumeN/A
CapitalizationN/A
FSMDX vs SMIPX Comparison Chart
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FSMDX vs. SMIPX commentary
Dec 23, 2024
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 StrongBuy and SMIPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SMIPX (12.9M). 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 : 16.00 vs. SMIPX (4.86). FSMDX return over 5 years is better than : 54.54 vs. SMIPX (10.78).
| 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 | 15.185 | 4.151 | 366% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 12.9M | 306,977% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 16.00 | 4.86 | 329% |
| Returns for 3 years | 14.12 | 6.89 | 205% |
| Returns for 5 years | 54.54 | 10.78 | 506% |
| Returns for 10 years | 113.54 | 2.37 | 4,788% |
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