Interact to see
Advertisement
Advertisement
FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Saratoga Mid Capitalization I
Price$13.27
Change-$0.26 (-1.92%)
VolumeN/A
Net Assets10.51M
FSMAX vs SMIPX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SMIPX commentary
Jun 16, 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 FSMAX is a Buy and SMIPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 37.6B vs. SMIPX (10.5M). FSMAX pays higher dividends than SMIPX: FSMAX (0.50) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (14 years) vs SMIPX (22 years). SMIPX (1.63) is less costly to investors than FSMAX (0.04). SMIPX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SMIPX: FSMAX (0) vs SMIPX (250). FSMAX annual gain was more profitable for investors over the last year : 11.48 vs. SMIPX (-4.53). FSMAX return over 5 years is better than : 60.48 vs. SMIPX (24.63).
| FSMAX | SMIPX | FSMAX / SMIPX | |
| Total Expense Ratio | 0.04 | 1.63 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 1.63 | 2% |
| Fund Existence | 14 years | 22 years | - |
| Gain YTD | -2.080 | -2.570 | 81% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 10.5M | 358,095% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | -4.53 | -253% |
| Returns for 3 years | 47.57 | 17.23 | 276% |
| Returns for 5 years | 60.48 | 24.63 | 246% |
| Returns for 10 years | 66.64 | -9.80 | -680% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RGYTX | 9.75 | -0.05 | -0.51% |
| Russell Inv Multi-Strategy Income M | |||
| JDVNX | 23.37 | -0.22 | -0.93% |
| JHancock Disciplined Value NAV | |||
| UIGRX | 39.43 | -0.41 | -1.03% |
| Victory Growth Institutional | |||
| APHNX | 16.67 | -0.25 | -1.48% |
| Artisan Select Equity Institutional | |||
| DEOPX | 24.15 | -0.47 | -1.91% |
| Davenport Equity Opportunities | |||