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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
Open Charts FSMAX vs SMDRX
Fidelity Extended Market Index
Price$95.09
Change+$0.88 (+0.93%)
VolumeN/A
Net Assets39.17B
Hartford Schroders US MidCap Opps SDR
Price$19.50
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets989.08M
FSMAX vs SMDRX Comparison Chart in %
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FSMAX vs. SMDRX commentary
Jul 06, 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 SMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.2B vs. SMDRX (989M). FSMAX pays higher dividends than SMDRX: FSMAX (0.47) vs SMDRX (0.42). FSMAX was incepted earlier than SMDRX: FSMAX (14 years) vs SMDRX (11 years). SMDRX (0.81) is less costly to investors than FSMAX (0.04). SMDRX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SMDRX: FSMAX (0) vs SMDRX (5000000). FSMAX annual gain was more profitable for investors over the last year : 18.61 vs. SMDRX (2.39). FSMAX return over 5 years is better than : 64.88 vs. SMDRX (38.15).
| FSMAX | SMDRX | FSMAX / SMDRX | |
| Total Expense Ratio | 0.04 | 0.81 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.81 | 4% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 4.632 | 0.154 | 3,006% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.2B | 989M | 3,964% |
| Annual Yield % from dividends | 0.47 | 0.42 | 113% |
| Returns for 1 year | 18.61 | 2.39 | 780% |
| Returns for 3 years | 54.62 | 22.10 | 247% |
| Returns for 5 years | 64.88 | 38.15 | 170% |
| Returns for 10 years | 81.19 | 52.98 | 153% |
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