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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization I
Price$14.31
Change+$0.12 (+0.85%)
VolumeN/A
Net Assets11.06M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Jul 07, 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: 39.2B vs. SMIPX (11.1M). FSMAX pays higher dividends than SMIPX: FSMAX (0.47) 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 (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 : 18.61 vs. SMIPX (2.65). FSMAX return over 5 years is better than : 64.88 vs. SMIPX (35.15).
| 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 | 4.632 | 5.066 | 91% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 11.1M | 353,153% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | 2.65 | 701% |
| Returns for 3 years | 54.62 | 24.87 | 220% |
| Returns for 5 years | 64.88 | 35.15 | 185% |
| Returns for 10 years | 81.19 | -0.94 | -8,668% |
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