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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Saratoga Mid Capitalization A
Price$11.42
Change+$0.16 (+1.42%)
VolumeN/A
Net Assets10.64M
FSMDX vs SPMAX Comparison Chart in %
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FSMDX vs. SPMAX commentary
Jun 27, 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 SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SPMAX (10.6M). FSMDX pays higher dividends than SPMAX: FSMDX (1.14) vs SPMAX (0.00). FSMDX was incepted earlier than SPMAX: FSMDX (14 years) vs SPMAX (23 years). SPMAX (2.03) is less costly to investors than FSMDX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than SPMAX: FSMDX (0) vs SPMAX (2500). FSMDX annual gain was more profitable for investors over the last year : 12.60 vs. SPMAX (-4.90). FSMDX return over 5 years is better than : 79.09 vs. SPMAX (22.66).
| FSMDX | SPMAX | FSMDX / SPMAX | |
| Total Expense Ratio | 0.03 | 2.03 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 2.03 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.198 | 0.178 | 1,797% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 10.6M | 381,132% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 12.60 | -4.90 | -257% |
| Returns for 3 years | 40.70 | 13.28 | 306% |
| Returns for 5 years | 79.09 | 22.66 | 349% |
| Returns for 10 years | 116.87 | -16.65 | -702% |
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