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FSMAX vs SMDIX
FSMAX vs SMDIX Comparison
Open Charts FSMAX vs SMDIX
Fidelity Extended Market Index
Price$85.16
Change+$1.54 (+1.84%)
VolumeN/A
Net Assets36.02B
Hartford Schroders US MidCap Opps I
Price$18.55
Change+$0.17 (+0.92%)
VolumeN/A
Net Assets946.75M
FSMAX vs SMDIX Comparison Chart
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FSMAX vs. SMDIX commentary
May 09, 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 FSMAX is a StrongBuy and SMDIX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. SMDIX (947M). FSMAX pays higher dividends than SMDIX: FSMAX (0.54) vs SMDIX (0.35). FSMAX was incepted earlier than SMDIX: FSMAX (14 years) vs SMDIX (19 years). SMDIX (0.91) is less costly to investors than FSMAX (0.04). SMDIX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SMDIX: FSMAX (0) vs SMDIX (2000). FSMAX annual gain was more profitable for investors over the last year : 3.90 vs. SMDIX (-4.43). FSMAX return over 5 years is better than : 60.52 vs. SMDIX (36.72).
| FSMAX | SMDIX | FSMAX / SMDIX | |
| Total Expense Ratio | 0.04 | 0.91 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.91 | 4% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -7.989 | -5.404 | 148% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 947M | 3,801% |
| Annual Yield % from dividends | 0.54 | 0.35 | 152% |
| Returns for 1 year | 3.90 | -4.43 | -88% |
| Returns for 3 years | 32.38 | 12.91 | 251% |
| Returns for 5 years | 60.52 | 36.72 | 165% |
| Returns for 10 years | 59.20 | 44.97 | 132% |
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