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FSMAX vs SMDIX
FSMAX vs SMDIX Comparison
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FSMAX vs SMDIX Comparison Chart in %
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FSMAX vs. SMDIX commentary
Jun 20, 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 FSMAX is a Hold and SMDIX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SMDIX (1.07B). FSMAX pays higher dividends than SMDIX: FSMAX (0.50) vs SMDIX (0.32). FSMAX was incepted earlier than SMDIX: FSMAX (15 years) vs SMDIX (20 years). SMDIX (0.92) is less costly to investors than FSMAX (0.04). SMDIX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). 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 : 30.22 vs. SMDIX (17.05). FSMAX return over 5 years is better than : 38.58 vs. SMDIX (11.82).
| FSMAX | SMDIX | FSMAX / SMDIX | |
| Total Expense Ratio | 0.04 | 0.92 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.92 | 4% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 15.556 | 14.879 | 105% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.07B | 4,009% |
| Annual Yield % from dividends | 0.50 | 0.32 | 155% |
| Returns for 1 year | 30.22 | 17.05 | 177% |
| Returns for 3 years | 67.14 | 25.87 | 260% |
| Returns for 5 years | 38.58 | 11.82 | 326% |
| Returns for 10 years | 146.90 | 85.28 | 172% |
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