Interact to see
Advertisement
Advertisement
FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$36.71
Change+$0.09 (+0.25%)
VolumeN/A
Net Assets45.37B
Saratoga Mid Capitalization A
Price$12.09
Change+$0.03 (+0.25%)
VolumeN/A
Net Assets10.31M
FSMDX vs SPMAX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SPMAX commentary
Oct 19, 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 SPMAX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45.4B vs. SPMAX (10.3M). FSMDX pays higher dividends than SPMAX: FSMDX (1.25) vs SPMAX (0.00). FSMDX was incepted earlier than SPMAX: FSMDX (14 years) vs SPMAX (23 years). SPMAX (2.03) is less costly to investors than FSMDX (0.03). SPMAX is a more actively managed with annual turnover of: 129.00 vs. FSMDX (15.00). FSMDX has a lower initial minimum investment than SPMAX: FSMDX (0) vs SPMAX (2500). FSMDX annual gain was more profitable for investors over the last year : 6.48 vs. SPMAX (-9.23). FSMDX return over 5 years is better than : 60.77 vs. SPMAX (13.52).
| FSMDX | SPMAX | FSMDX / SPMAX | |
| Total Expense Ratio | 0.03 | 2.03 | 1% |
| Annual Report Gross Expense Ratio | 0.03 | 2.03 | 1% |
| Fund Existence | 14 years | 23 years | - |
| Gain YTD | 8.969 | 7.562 | 119% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45.4B | 10.3M | 440,777% |
| Annual Yield % from dividends | 1.25 | 0.00 | - |
| Returns for 1 year | 6.48 | -9.23 | -70% |
| Returns for 3 years | 52.66 | 26.60 | 198% |
| Returns for 5 years | 60.77 | 13.52 | 449% |
| Returns for 10 years | 135.66 | -3.90 | -3,475% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement