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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$98.68
Change-$2.68 (-2.64%)
VolumeN/A
Net Assets41.46B
Saratoga Mid Capitalization C
Price$8.17
Change-$0.23 (-2.74%)
VolumeN/A
Net Assets10.54M
FSMAX vs SPMCX Comparison Chart in %
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FSMAX vs. SPMCX 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 SPMCX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.5B vs. SPMCX (10.5M). FSMAX pays higher dividends than SPMCX: FSMAX (0.43) vs SPMCX (0.00). FSMAX was incepted earlier than SPMCX: FSMAX (14 years) vs SPMCX (23 years). SPMCX (2.63) is less costly to investors than FSMAX (0.04). SPMCX is a more actively managed with annual turnover of: 129.00 vs. FSMAX (15.00). FSMAX has a lower initial minimum investment than SPMCX: FSMAX (0) vs SPMCX (250). FSMAX annual gain was more profitable for investors over the last year : 7.45 vs. SPMCX (-17.57). FSMAX return over 5 years is better than : 44.70 vs. SPMCX (-8.79).
| FSMAX | SPMCX | FSMAX / SPMCX | |
| Total Expense Ratio | 0.04 | 2.63 | 1% |
| Annual Report Gross Expense Ratio | 0.04 | 2.63 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 11.532 | 10.381 | 111% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| 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 | 7.45 | -17.57 | -42% |
| Returns for 3 years | 55.42 | 9.66 | 574% |
| Returns for 5 years | 44.70 | -8.79 | -508% |
| Returns for 10 years | 106.36 | -21.93 | -485% |