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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Saratoga Mid Capitalization A
Price$11.11
Change-$0.33 (-2.88%)
VolumeN/A
Net Assets11.72M
FSMDX vs SPMAX Comparison Chart
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FSMDX vs. SPMAX commentary
Feb 23, 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: 38.6B vs. SPMAX (11.7M). FSMDX pays higher dividends than SPMAX: FSMDX (1.28) vs SPMAX (0.00). FSMDX was incepted earlier than SPMAX: FSMDX (13 years) vs SPMAX (23 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 : 12.97 vs. SPMAX (-6.64). FSMDX return over 5 years is better than : 51.19 vs. SPMAX (-3.22).
| FSMDX | SPMAX | FSMDX / SPMAX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 1.717 | -1.157 | -148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 11.7M | 329,915% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | -6.64 | -195% |
| Returns for 3 years | 24.51 | 2.97 | 827% |
| Returns for 5 years | 51.19 | -3.22 | -1,588% |
| Returns for 10 years | 107.43 | -16.34 | -657% |
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