Ad is loading...
FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Fidelity Mid Cap Index
Price$34.35
Change-$0.77 (-2.19%)
VolumeN/A
Net Assets38.63B
Saratoga Mid Capitalization C
Price$7.52
Change-$0.22 (-2.84%)
VolumeN/A
Net Assets11.72M
FSMDX vs SPMCX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SPMCX commentary
Feb 23, 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: 38.6B vs. SPMCX (11.7M). 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 : 12.97 vs. SPMCX (-13.36). FSMDX return over 5 years is better than : 51.19 vs. SPMCX (-19.31).
| 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 | 1.717 | -1.183 | -145% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 38.6B | 11.7M | 329,915% |
| Annual Yield % from dividends | 1.28 | 0.00 | - |
| Returns for 1 year | 12.97 | -13.36 | -97% |
| Returns for 3 years | 24.51 | -6.70 | -366% |
| Returns for 5 years | 51.19 | -19.31 | -265% |
| Returns for 10 years | 107.43 | -36.05 | -298% |