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FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Fidelity Mid Cap Index
Price$34.42
Change-$1.27 (-3.56%)
VolumeN/A
CapitalizationN/A
Saratoga Mid Capitalization C
Price$7.62
Change-$0.34 (-4.27%)
VolumeN/A
CapitalizationN/A
FSMDX vs SPMCX Comparison Chart
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FSMDX vs. SPMCX commentary
Dec 19, 2024
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 Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 39.6B vs. SPMCX (13.4M). FSMDX pays higher dividends than SPMCX: FSMDX (1.28) vs SPMCX (0.00). FSMDX was incepted earlier than SPMCX: FSMDX (13 years) vs SPMCX (22 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 : 20.70 vs. SPMCX (-7.19). FSMDX return over 5 years is better than : 57.26 vs. SPMCX (-15.99).
| FSMDX | SPMCX | FSMDX / SPMCX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 22 years | - |
| Gain YTD | 19.211 | -7.412 | -259% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 13.4M | 295,522% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 20.70 | -7.19 | -288% |
| Returns for 3 years | 19.14 | -7.86 | -244% |
| Returns for 5 years | 57.26 | -15.99 | -358% |
| Returns for 10 years | 122.53 | -31.47 | -389% |