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FSMDX vs SPMAX
FSMDX vs SPMAX Comparison
Open Charts FSMDX vs SPMAX
Fidelity Mid Cap Index
Price$36.54
Change-$0.66 (-1.77%)
VolumeN/A
Net Assets45.03B
Saratoga Mid Capitalization A
Price$12.12
Change-$0.33 (-2.65%)
VolumeN/A
Net Assets10.54M
FSMDX vs SPMAX Comparison Chart in %
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FSMDX vs. SPMAX 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 FSMDX is a Hold and SPMAX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 45B vs. SPMAX (10.5M). FSMDX pays higher dividends than SPMAX: FSMDX (1.26) 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 : 4.21 vs. SPMAX (-11.26). FSMDX return over 5 years is better than : 55.45 vs. SPMAX (9.31).
| 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 | 10.246 | 10.765 | 95% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2500 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 45B | 10.5M | 428,571% |
| Annual Yield % from dividends | 1.26 | 0.00 | - |
| Returns for 1 year | 4.21 | -11.26 | -37% |
| Returns for 3 years | 41.46 | 20.87 | 199% |
| Returns for 5 years | 55.45 | 9.31 | 596% |
| Returns for 10 years | 143.82 | 2.03 | 7,069% |
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