Interact to see
Advertisement
Advertisement
FSMDX vs SMIPX
FSMDX vs SMIPX Comparison
Open Charts FSMDX vs SMIPX
Fidelity Mid Cap Index
Price$37.54
Change+$0.11 (+0.29%)
VolumeN/A
Net Assets45.78B
Saratoga Mid Capitalization I
Price$12.23
Change-$0.04 (-0.33%)
VolumeN/A
Net Assets10.67M
FSMDX vs SMIPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMIPX commentary
Dec 26, 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 FSMDX is a Hold and SMIPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.8B vs. SMIPX (10.7M). FSMDX pays higher dividends than SMIPX: FSMDX (1.24) 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 : 9.46 vs. SMIPX (-12.27). FSMDX return over 5 years is better than : 46.87 vs. SMIPX (-1.90).
| 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 | 11.433 | -10.206 | -112% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 250 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.8B | 10.7M | 428,037% |
| Annual Yield % from dividends | 1.24 | 0.00 | - |
| Returns for 1 year | 9.46 | -12.27 | -77% |
| Returns for 3 years | 48.92 | 5.52 | 886% |
| Returns for 5 years | 46.87 | -1.90 | -2,469% |
| Returns for 10 years | 151.06 | -2.28 | -6,626% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement