Interact to see
Advertisement
Advertisement
FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$102.97
Change+$0.21 (+0.20%)
VolumeN/A
Net Assets41.03B
Saratoga Mid Capitalization I
Price$12.23
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets10.67M
FSMAX vs SMIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SMIPX commentary
Dec 26, 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.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. SMIPX (10.7M). FSMAX pays higher dividends than SMIPX: FSMAX (0.43) 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: 152.00 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 : 11.05 vs. SMIPX (-12.27). FSMAX return over 5 years is better than : 26.24 vs. SMIPX (-1.90).
| 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 | 13.303 | -10.206 | -130% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 10.7M | 383,178% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 11.05 | -12.27 | -90% |
| Returns for 3 years | 66.56 | 5.52 | 1,205% |
| Returns for 5 years | 26.24 | -1.90 | -1,383% |
| Returns for 10 years | 119.46 | -2.28 | -5,240% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement