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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Saratoga Mid Capitalization I
Price$15.05
Change+$0.04 (+0.27%)
VolumeN/A
Net Assets10.87M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Sep 08, 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 Hold and SMIPX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. SMIPX (10.9M). FSMAX pays higher dividends than SMIPX: FSMAX (0.44) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (14 years) vs SMIPX (23 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 (15.00). 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 : 21.50 vs. SMIPX (5.91). FSMAX return over 5 years is better than : 59.13 vs. SMIPX (30.84).
| 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 | 23 years | - |
| Gain YTD | 10.057 | 10.499 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 10.9M | 376,147% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | 5.91 | 364% |
| Returns for 3 years | 56.89 | 28.96 | 196% |
| Returns for 5 years | 59.13 | 30.84 | 192% |
| Returns for 10 years | 101.70 | 9.02 | 1,128% |
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