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FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$35.78
Change-$0.30 (-0.83%)
VolumeN/A
Net Assets42.38B
Saratoga Mid Capitalization I
Price$14.23
Change-$0.08 (-0.56%)
VolumeN/A
Net Assets10.69M
FSMDX vs SMIPX Comparison Chart in %
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FSMDX vs. SMIPX commentary
Jul 13, 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: 42.4B vs. SMIPX (10.7M). FSMDX pays higher dividends than SMIPX: FSMDX (1.31) 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 (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 : 13.35 vs. SMIPX (0.14). FSMDX return over 5 years is better than : 77.13 vs. SMIPX (36.32).
| 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 | 6.209 | 4.479 | 139% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 10.7M | 396,262% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 13.35 | 0.14 | 9,484% |
| Returns for 3 years | 48.20 | 27.05 | 178% |
| Returns for 5 years | 77.13 | 36.32 | 212% |
| Returns for 10 years | 118.86 | -2.88 | -4,126% |
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