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FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Saratoga Mid Capitalization C
Price$7.50
Change+$0.08 (+1.08%)
VolumeN/A
Net Assets10.51M
FSMDX vs SPMCX Comparison Chart
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FSMDX vs. SPMCX commentary
Jun 07, 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 SPMCX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SPMCX (10.5M). FSMDX pays higher dividends than SPMCX: FSMDX (1.14) 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 : 10.44 vs. SPMCX (-13.82). FSMDX return over 5 years is better than : 62.65 vs. SPMCX (-11.56).
| 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 | 1.599 | -2.497 | -64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 10.5M | 384,762% |
| Annual Yield % from dividends | 1.14 | 0.00 | - |
| Returns for 1 year | 10.44 | -13.82 | -76% |
| Returns for 3 years | 26.25 | -8.51 | -309% |
| Returns for 5 years | 62.65 | -11.56 | -542% |
| Returns for 10 years | 110.76 | -38.27 | -289% |
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