Interact to see
Advertisement
Advertisement
FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$38.55
Change+$0.07 (+0.18%)
VolumeN/A
Net Assets45.79B
Saratoga Mid Capitalization I
Price$12.76
Change-$0.04 (-0.31%)
VolumeN/A
Net Assets11.1M
FSMDX vs SMIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMIPX commentary
Jan 15, 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 FSMDX is a Hold and SMIPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. SMIPX (11.1M). FSMDX pays higher dividends than SMIPX: FSMDX (1.10) vs SMIPX (0.00). FSMDX was incepted earlier than SMIPX: FSMDX (14 years) vs SMIPX (23 years). SMIPX (1.63) is less costly to investors than FSMDX (0.03). SMIPX is a more actively managed with annual turnover of: 152.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SMIPX: FSMDX (0) vs SMIPX (250). FSMDX annual gain was more profitable for investors over the last year : 14.17 vs. SMIPX (-8.40). FSMDX return over 5 years is better than : 47.23 vs. SMIPX (-2.48).
| FSMDX | SMIPX | FSMDX / SMIPX | |
| Total Expense Ratio | 0.03 | 1.63 | 2% |
| Annual Report Gross Expense Ratio | 0.03 | 1.63 | 2% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 4.197 | 6.511 | 64% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 11.1M | 412,613% |
| Annual Yield % from dividends | 1.10 | 0.00 | - |
| Returns for 1 year | 14.17 | -8.40 | -169% |
| Returns for 3 years | 45.82 | 6.16 | 744% |
| Returns for 5 years | 47.23 | -2.48 | -1,902% |
| Returns for 10 years | 188.12 | 15.39 | 1,222% |