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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$88.99
Change-$1.54 (-1.70%)
VolumeN/A
Net Assets37.61B
Saratoga Mid Capitalization A
Price$10.94
Change-$0.21 (-1.88%)
VolumeN/A
Net Assets10.51M
FSMAX vs SPMAX Comparison Chart
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FSMAX vs. SPMAX commentary
Jun 16, 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: 37.6B vs. SPMAX (10.5M). FSMAX pays higher dividends than SPMAX: FSMAX (0.50) 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 : 11.48 vs. SPMAX (-7.37). FSMAX return over 5 years is better than : 60.48 vs. SPMAX (14.92).
| 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 | -2.080 | -2.669 | 78% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 37.6B | 10.5M | 358,095% |
| Annual Yield % from dividends | 0.50 | 0.00 | - |
| Returns for 1 year | 11.48 | -7.37 | -156% |
| Returns for 3 years | 47.57 | 12.32 | 386% |
| Returns for 5 years | 60.48 | 14.92 | 405% |
| Returns for 10 years | 66.64 | -20.66 | -323% |
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