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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$37.45
Change+$0.22 (+0.59%)
VolumeN/A
Net Assets45.37B
Saratoga Mid Capitalization A
Price$12.29
Change+$0.14 (+1.15%)
VolumeN/A
Net Assets10.44M
FSMDX vs SPMAX Comparison Chart in %
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FSMDX vs. SPMAX commentary
Oct 09, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. SPMAX (10.4M). FSMDX pays higher dividends than SPMAX: FSMDX (1.25) 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 : 10.78 vs. SPMAX (-5.81). FSMDX return over 5 years is better than : 63.19 vs. SPMAX (14.19).
| 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 | 10.513 | 8.096 | 130% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 10.4M | 436,538% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 10.78 | -5.81 | -185% |
| Returns for 3 years | 57.40 | 29.53 | 194% |
| Returns for 5 years | 63.19 | 14.19 | 445% |
| Returns for 10 years | 139.28 | -4.34 | -3,210% |
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