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FSMAX vs SMIPX
FSMAX vs SMIPX Comparison
Open Charts FSMAX vs SMIPX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Saratoga Mid Capitalization I
Price$13.02
Change-$1.77 (-11.97%)
VolumeN/A
Net Assets11.22M
FSMAX vs SMIPX Comparison Chart in %
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FSMAX vs. SMIPX commentary
Feb 05, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. SMIPX (11.2M). FSMAX pays higher dividends than SMIPX: FSMAX (0.56) vs SMIPX (0.00). FSMAX was incepted earlier than SMIPX: FSMAX (14 years) vs SMIPX (23 years). SMIPX (2.22) 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 : 10.51 vs. SMIPX (-8.37). FSMAX return over 5 years is better than : 19.23 vs. SMIPX (0.04).
| FSMAX | SMIPX | FSMAX / SMIPX | |
| Total Expense Ratio | 0.04 | 2.22 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 2.22 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 3.050 | 8.681 | 35% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 11.2M | 362,500% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -8.37 | -125% |
| Returns for 3 years | 48.06 | 6.46 | 744% |
| Returns for 5 years | 19.23 | 0.04 | 51,533% |
| Returns for 10 years | 157.02 | 20.31 | 773% |
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