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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Saratoga Mid Capitalization A
Price$12.12
Change-$0.33 (-2.65%)
VolumeN/A
Net Assets10.54M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Nov 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. SPMAX (10.5M). FSMAX pays higher dividends than SPMAX: FSMAX (0.43) 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 (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 : 6.78 vs. SPMAX (-11.26). FSMAX return over 5 years is better than : 44.78 vs. SPMAX (9.31).
| 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 | 11.598 | 10.765 | 108% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.5B | 10.5M | 395,238% |
| Annual Yield % from dividends | 0.43 | 0.00 | - |
| Returns for 1 year | 6.78 | -11.26 | -60% |
| Returns for 3 years | 53.30 | 20.87 | 255% |
| Returns for 5 years | 44.78 | 9.31 | 481% |
| Returns for 10 years | 108.36 | 2.03 | 5,326% |
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