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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$102.97
Change+$0.21 (+0.20%)
VolumeN/A
Net Assets41.03B
Saratoga Mid Capitalization A
Price$9.51
Change-$0.02 (-0.21%)
VolumeN/A
Net Assets10.67M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX 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 SPMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. SPMAX (10.7M). FSMAX pays higher dividends than SPMAX: FSMAX (0.43) vs SPMAX (0.00). FSMAX was incepted earlier than SPMAX: FSMAX (14 years) vs SPMAX (24 years). SPMAX (2.03) is less costly to investors than FSMAX (0.04). SPMAX is a more actively managed with annual turnover of: 152.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than SPMAX: FSMAX (0) vs SPMAX (2500). FSMAX annual gain was more profitable for investors over the last year : 11.05 vs. SPMAX (-17.30). FSMAX return over 5 years is better than : 26.24 vs. SPMAX (-13.62).
| FSMAX | SPMAX | FSMAX / SPMAX | |
| Total Expense Ratio | 0.04 | 2.03 | 2% |
| Annual Report Gross Expense Ratio | 0.04 | 2.03 | 2% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 13.303 | -15.391 | -86% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| 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 | -17.30 | -64% |
| Returns for 3 years | 66.56 | -4.13 | -1,611% |
| Returns for 5 years | 26.24 | -13.62 | -193% |
| Returns for 10 years | 119.46 | -18.46 | -647% |
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