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FMDRX vs SGMIX
FMDRX vs SGMIX Comparison
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FMDRX vs SGMIX Comparison Chart in %
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FMDRX vs. SGMIX commentary
Aug 03, 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 FMDRX is a Hold and SGMIX is a Buy.
FUNDAMENTALS
Fundamentals
FMDRX has more cash in the bank: 9.45B vs. SGMIX (706M). FMDRX pays higher dividends than SGMIX: FMDRX (1.74) vs SGMIX (0.00). FMDRX was incepted earlier than SGMIX: FMDRX (13 years) vs SGMIX (19 years). SGMIX (1.49) is less costly to investors than FMDRX (0.89). SGMIX is a more actively managed with annual turnover of: 78.00 vs. FMDRX (42.28). SGMIX has a lower initial minimum investment than FMDRX: SGMIX (100000) vs FMDRX (1000000). FMDRX annual gain was more profitable for investors over the last year : 9.64 vs. SGMIX (0.85). FMDRX return over 5 years is better than : 12.18 vs. SGMIX (-0.29).
| FMDRX | SGMIX | FMDRX / SGMIX | |
| Total Expense Ratio | 0.89 | 1.33 | 67% |
| Annual Report Gross Expense Ratio | 0.89 | 1.49 | 60% |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 7.424 | 6.879 | 108% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 100000 | 1,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 9.45B | 706M | 1,339% |
| Annual Yield % from dividends | 1.74 | 0.00 | 199,433% |
| Returns for 1 year | 9.64 | 0.85 | 1,139% |
| Returns for 3 years | 17.30 | 13.69 | 126% |
| Returns for 5 years | 12.18 | -0.29 | -4,179% |
| Returns for 10 years | 27.87 | 10.66 | 262% |
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