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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$36.06
Change+$0.11 (+0.31%)
VolumeN/A
Net Assets42.38B
Saratoga Mid Capitalization A
Price$11.74
Change-$0.01 (-0.09%)
VolumeN/A
Net Assets10.75M
FSMDX vs SPMAX Comparison Chart in %
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FSMDX vs. SPMAX commentary
Jul 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. SPMAX (10.8M). FSMDX pays higher dividends than SPMAX: FSMDX (1.31) 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 (15.00). 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 : 11.21 vs. SPMAX (-4.39). FSMDX return over 5 years is better than : 72.77 vs. SPMAX (20.76).
| 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 | 6.713 | 4.537 | 148% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 10.8M | 392,593% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 11.21 | -4.39 | -255% |
| Returns for 3 years | 48.55 | 22.14 | 219% |
| Returns for 5 years | 72.77 | 20.76 | 350% |
| Returns for 10 years | 121.25 | -13.73 | -883% |
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