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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$105.74
Change+$0.17 (+0.16%)
VolumeN/A
Net Assets40.06B
Saratoga Mid Capitalization I
Price$12.76
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets11.1M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Jan 15, 2026
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: 40.1B vs. SMIPX (11.1M). FSMAX pays higher dividends than SMIPX: FSMAX (0.57) 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 : 15.86 vs. SMIPX (-8.40). FSMAX return over 5 years is better than : 25.65 vs. SMIPX (-2.48).
| 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 | 4.867 | 6.511 | 75% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 11.1M | 361,261% |
| Annual Yield % from dividends | 0.57 | 0.00 | - |
| Returns for 1 year | 15.86 | -8.40 | -189% |
| Returns for 3 years | 60.22 | 6.16 | 978% |
| Returns for 5 years | 25.65 | -2.48 | -1,033% |
| Returns for 10 years | 156.70 | 15.39 | 1,018% |