FSMAX
Price
$100.75
Change
-$0.22 (-0.22%)
Updated
Oct 17 closing price
Net Assets
41.44B
SMIPX
Price
$14.69
Change
+$0.03 (+0.20%)
Updated
Oct 17 closing price
Net Assets
10.32M
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FSMAX vs SMIPX

Header iconFSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPXBanner chart's image
Fidelity Extended Market Index
Price$100.75
Change-$0.22 (-0.22%)
VolumeN/A
Net Assets41.44B
Saratoga Mid Capitalization I
Price$14.69
Change+$0.03 (+0.20%)
VolumeN/A
Net Assets10.32M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Oct 19, 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 Hold.

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FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.4B vs. SMIPX (10.3M). 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 : 12.72 vs. SMIPX (-6.43). FSMAX return over 5 years is better than : 48.84 vs. SMIPX (23.24).
FSMAXSMIPXFSMAX / SMIPX
Total Expense Ratio0.041.632%
Annual Report Gross Expense Ratio0.041.632%
Fund Existence14 years23 years-
Gain YTD10.8607.856138%
Front LoadN/AN/A-
Min. Initial Investment0250-
Min. Initial Investment IRAN/AN/A-
Net Assets41.4B10.3M401,942%
Annual Yield % from dividends0.440.00-
Returns for 1 year12.72-6.43-198%
Returns for 3 years63.5732.22197%
Returns for 5 years48.8423.24210%
Returns for 10 years103.749.291,116%
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