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FSMDX vs SPMCX
FSMDX vs SPMCX Comparison
Open Charts FSMDX vs SPMCX
Fidelity Mid Cap Index
Price$35.91
Change+$0.16 (+0.45%)
VolumeN/A
Net Assets42.38B
Saratoga Mid Capitalization C
Price$7.94
Change+$0.05 (+0.63%)
VolumeN/A
Net Assets10.66M
FSMDX vs SPMCX Comparison Chart in %
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FSMDX vs. SPMCX commentary
Jul 10, 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: 42.4B vs. SPMCX (10.7M). FSMDX pays higher dividends than SPMCX: FSMDX (1.31) 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 : 16.08 vs. SPMCX (-7.93). FSMDX return over 5 years is better than : 76.99 vs. SPMCX (4.37).
| 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 | 6.120 | 3.679 | 166% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 10.7M | 396,262% |
| Annual Yield % from dividends | 1.31 | 0.00 | - |
| Returns for 1 year | 16.08 | -7.93 | -203% |
| Returns for 3 years | 45.42 | 8.23 | 552% |
| Returns for 5 years | 76.99 | 4.37 | 1,764% |
| Returns for 10 years | 121.63 | -33.86 | -359% |