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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Saratoga Mid Capitalization A
Price$10.34
Change-$0.50 (-4.61%)
VolumeN/A
Net Assets11.05M
FSMDX vs SPMAX Comparison Chart
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FSMDX vs. SPMAX commentary
Apr 04, 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 Hold and SPMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SPMAX (11M). FSMDX pays higher dividends than SPMAX: FSMDX (1.20) 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 : 4.57 vs. SPMAX (-12.65). FSMDX return over 5 years is better than : 118.86 vs. SPMAX (44.34).
| 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 | -1.836 | -3.559 | 52% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 11M | 341,818% |
| Annual Yield % from dividends | 1.20 | 0.00 | - |
| Returns for 1 year | 4.57 | -12.65 | -36% |
| Returns for 3 years | 13.46 | -1.63 | -824% |
| Returns for 5 years | 118.86 | 44.34 | 268% |
| Returns for 10 years | 99.53 | -20.12 | -495% |
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