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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$36.97
Change+$0.07 (+0.19%)
VolumeN/A
Net Assets43.39B
Saratoga Mid Capitalization A
Price$12.30
Change+$0.04 (+0.33%)
VolumeN/A
Net Assets10.71M
FSMDX vs SPMAX Comparison Chart in %
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FSMDX vs. SPMAX commentary
Aug 29, 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 StrongBuy and SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 43.4B vs. SPMAX (10.7M). FSMDX pays higher dividends than SPMAX: FSMDX (1.29) 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 : 12.64 vs. SPMAX (-0.97). FSMDX return over 5 years is better than : 67.31 vs. SPMAX (17.66).
| 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 | 9.533 | 9.075 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 10.7M | 405,607% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 12.64 | -0.97 | -1,304% |
| Returns for 3 years | 42.48 | 19.38 | 219% |
| Returns for 5 years | 67.31 | 17.66 | 381% |
| Returns for 10 years | 140.38 | -5.04 | -2,785% |
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