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FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Fidelity Mid Cap Index
Price$35.00
Change+$0.18 (+0.52%)
VolumeN/A
Net Assets37.02B
Saratoga Mid Capitalization C
Price$8.02
Change+$0.07 (+0.88%)
VolumeN/A
Net Assets13.25M
FSMDX vs SPMCX Comparison Chart
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FSMDX vs. SPMCX commentary
Jan 19, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 37B vs. SPMCX (13.3M). FSMDX pays higher dividends than SPMCX: FSMDX (1.28) vs SPMCX (0.00). FSMDX was incepted earlier than SPMCX: FSMDX (13 years) vs SPMCX (23 years). SPMCX is a more actively managed with annual turnover of: 68.00 vs. FSMDX (9.00). 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 : 21.14 vs. SPMCX (-0.25). FSMDX return over 5 years is better than : 54.11 vs. SPMCX (-13.58).
| FSMDX | SPMCX | FSMDX / SPMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 23 years | - |
| Gain YTD | 3.642 | 5.388 | 68% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37B | 13.3M | 278,195% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 21.14 | -0.25 | -8,497% |
| Returns for 3 years | 20.66 | -3.72 | -555% |
| Returns for 5 years | 54.11 | -13.58 | -399% |
| Returns for 10 years | 124.41 | -25.67 | -485% |
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