Interact to see
Advertisement
Advertisement
FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$35.75
Change-$0.05 (-0.14%)
VolumeN/A
Net Assets43.39B
Saratoga Mid Capitalization A
Price$12.01
Change-$0.02 (-0.17%)
VolumeN/A
Net Assets10.78M
FSMDX vs SPMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SPMAX commentary
Aug 08, 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: 43.4B vs. SPMAX (10.8M). 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 : 16.73 vs. SPMAX (4.97). FSMDX return over 5 years is better than : 65.56 vs. SPMAX (17.71).
| 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 | 6.268 | 7.028 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.4B | 10.8M | 401,852% |
| Annual Yield % from dividends | 1.29 | 0.00 | - |
| Returns for 1 year | 16.73 | 4.97 | 336% |
| Returns for 3 years | 34.73 | 16.12 | 215% |
| Returns for 5 years | 65.56 | 17.71 | 370% |
| Returns for 10 years | 120.20 | -11.41 | -1,053% |