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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$34.95
Change-$0.03 (-0.09%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization A
Price$13.32
Change-$0.01 (-0.08%)
VolumeN/A
CapitalizationN/A
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FSMDX vs SPMAX Comparison Chart
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FSMDX vs. SPMAX commentary
Oct 18, 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 Buy and SPMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 36.4B vs. SPMAX (13.4M). FSMDX pays higher dividends than SPMAX: FSMDX (1.28) vs SPMAX (0.00). FSMDX was incepted earlier than SPMAX: FSMDX (13 years) vs SPMAX (22 years). SPMAX is a more actively managed with annual turnover of: 68.00 vs. FSMDX (9.00). FSMDX has a lower initial minimum investment than SPMAX: FSMDX (0) vs SPMAX (2500). SPMAX (31.72) and FSMDX (30.65) have marching annual gain over last year. FSMDX return over 5 years is better than : 63.94 vs. SPMAX (28.19).
| FSMDX | SPMAX | FSMDX / SPMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 16.839 | 18.279 | 92% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.4B | 13.4M | 271,642% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 30.65 | 31.72 | 97% |
| Returns for 3 years | 12.62 | 2.15 | 588% |
| Returns for 5 years | 63.94 | 28.19 | 227% |
| Returns for 10 years | 137.58 | 0.98 | 13,998% |
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