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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Saratoga Mid Capitalization A
Price$11.79
Change+$0.10 (+0.86%)
VolumeN/A
Net Assets11.06M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Jul 07, 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 Buy and SPMAX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SPMAX (11.1M). 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 : 18.61 vs. SPMAX (-0.42). FSMAX return over 5 years is better than : 64.88 vs. SPMAX (24.63).
| 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 | 4.632 | 4.893 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 11.1M | 353,153% |
| Annual Yield % from dividends | 0.47 | 0.00 | - |
| Returns for 1 year | 18.61 | -0.42 | -4,406% |
| Returns for 3 years | 54.62 | 19.57 | 279% |
| Returns for 5 years | 64.88 | 24.63 | 263% |
| Returns for 10 years | 81.19 | -12.92 | -628% |
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