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FSMAX vs SPMCX
FSMAX vs SPMCX Comparison
Open Charts FSMAX vs SPMCX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Saratoga Mid Capitalization C
Price$8.37
Change+$0.03 (+0.36%)
VolumeN/A
Net Assets10.83M
FSMAX vs SPMCX Comparison Chart in %
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FSMAX vs. SPMCX commentary
Sep 08, 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: 41B vs. SPMCX (10.8M). FSMAX pays higher dividends than SPMCX: FSMAX (0.44) 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 : 21.50 vs. SPMCX (-4.56). FSMAX return over 5 years is better than : 59.13 vs. SPMCX (0.72).
| 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 | 10.057 | 9.987 | 101% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 10.8M | 379,630% |
| Annual Yield % from dividends | 0.44 | 0.00 | - |
| Returns for 1 year | 21.50 | -4.56 | -471% |
| Returns for 3 years | 56.89 | 12.05 | 472% |
| Returns for 5 years | 59.13 | 0.72 | 8,190% |
| Returns for 10 years | 101.70 | -26.64 | -382% |
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