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FSMAX vs SPMAX
FSMAX vs SPMAX Comparison
Open Charts FSMAX vs SPMAX
Fidelity Extended Market Index
Price$103.54
Change+$1.43 (+1.40%)
VolumeN/A
Net Assets40.63B
Saratoga Mid Capitalization A
Price$10.11
Change-$2.06 (-16.93%)
VolumeN/A
Net Assets11.22M
FSMAX vs SPMAX Comparison Chart in %
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FSMAX vs. SPMAX commentary
Feb 05, 2026
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 Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.6B vs. SPMAX (11.2M). FSMAX pays higher dividends than SPMAX: FSMAX (0.56) vs SPMAX (0.00). FSMAX was incepted earlier than SPMAX: FSMAX (14 years) vs SPMAX (24 years). SPMAX (2.65) 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 : 10.51 vs. SPMAX (-13.81). FSMAX return over 5 years is better than : 19.23 vs. SPMAX (-12.01).
| FSMAX | SPMAX | FSMAX / SPMAX | |
| Total Expense Ratio | 0.04 | 2.65 | 1% |
| Annual Report Gross Expense Ratio | 0.04 | 2.65 | 1% |
| Fund Existence | 14 years | 24 years | - |
| Gain YTD | 3.050 | 8.593 | 35% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.6B | 11.2M | 362,500% |
| Annual Yield % from dividends | 0.56 | 0.00 | - |
| Returns for 1 year | 10.51 | -13.81 | -76% |
| Returns for 3 years | 48.06 | -3.44 | -1,398% |
| Returns for 5 years | 19.23 | -12.01 | -160% |
| Returns for 10 years | 157.02 | 0.25 | 63,148% |
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