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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
Sep 13, 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 Buy and SMDIX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40.1B vs. SMDIX (1.08B). FSMAX pays higher dividends than SMDIX: FSMAX (0.49) vs SMDIX (0.31). 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 : 13.88 vs. SMDIX (11.62). FSMAX return over 5 years is better than : 33.75 vs. SMDIX (6.52).
| 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 | 14.205 | 16.036 | 89% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.08B | 3,723% |
| Annual Yield % from dividends | 0.49 | 0.31 | 158% |
| Returns for 1 year | 13.88 | 11.62 | 119% |
| Returns for 3 years | 65.12 | 28.67 | 227% |
| Returns for 5 years | 33.75 | 6.52 | 518% |
| Returns for 10 years | 135.14 | 83.50 | 162% |
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