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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$96.51
Change+$0.65 (+0.68%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization A
Price$12.01
Change+$0.09 (+0.76%)
VolumeN/A
Net Assets10.78M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Jul 28, 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 StrongBuy and SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SPMAX (10.8M). FSMAX pays higher dividends than SPMAX: FSMAX (0.47) vs SPMAX (0.00). FSMAX was incepted earlier than SPMAX: FSMAX (14 years) vs SPMAX (23 years). SPMAX (2.03) is less costly to investors than FSMAX (0.04). SPMAX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (9.00). 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 : 15.33 vs. SPMAX (-0.99). FSMAX return over 5 years is better than : 61.91 vs. SPMAX (22.05).
| 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 | 23 years | - |
| Gain YTD | 6.195 | 6.851 | 90% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 10.8M | 362,963% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 15.33 | -0.99 | -1,549% |
| Returns for 3 years | 51.73 | 19.74 | 262% |
| Returns for 5 years | 61.91 | 22.05 | 281% |
| Returns for 10 years | 86.12 | -10.77 | -799% |
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