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FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Fidelity Mid Cap Index
Price$31.34
Change-$1.81 (-5.46%)
VolumeN/A
Net Assets37.64B
Saratoga Mid Capitalization C
Price$6.99
Change-$0.34 (-4.64%)
VolumeN/A
Net Assets11.05M
FSMDX vs SPMCX Comparison Chart
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FSMDX vs. SPMCX 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 SPMCX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37.6B vs. SPMCX (11M). FSMDX pays higher dividends than SPMCX: FSMDX (1.20) vs SPMCX (0.00). FSMDX was incepted earlier than SPMCX: FSMDX (14 years) vs SPMCX (23 years). SPMCX (2.63) is less costly to investors than FSMDX (0.03). SPMCX is a more actively managed with annual turnover of: 129.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than SPMCX: FSMDX (0) vs SPMCX (250). FSMDX annual gain was more profitable for investors over the last year : 4.57 vs. SPMCX (-19.01). FSMDX return over 5 years is better than : 118.86 vs. SPMCX (20.36).
| FSMDX | SPMCX | FSMDX / SPMCX | |
| Total Expense Ratio | 0.03 | 2.63 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 2.63 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | -1.836 | -3.679 | 50% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| 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 | -19.01 | -24% |
| Returns for 3 years | 13.46 | -10.94 | -123% |
| Returns for 5 years | 118.86 | 20.36 | 584% |
| Returns for 10 years | 99.53 | -38.97 | -255% |
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