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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization A
Price$11.25
Change-$0.51 (-4.34%)
VolumeN/A
CapitalizationN/A
FSMDX vs SPMAX Comparison Chart
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FSMDX vs. SPMAX commentary
Dec 19, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B 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). FSMDX annual gain was more profitable for investors over the last year : 20.70 vs. SPMAX (5.57). FSMDX return over 5 years is better than : 57.26 vs. SPMAX (5.85).
| 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 | 19.211 | 4.348 | 442% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 13.4M | 295,522% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | 5.57 | 372% |
| Returns for 3 years | 19.14 | 6.43 | 298% |
| Returns for 5 years | 57.26 | 5.85 | 979% |
| Returns for 10 years | 122.53 | -6.23 | -1,967% |