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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
Open Charts FSMAX vs SMDRX
Fidelity Extended Market Index
Price$98.67
Change+$2.95 (+3.08%)
VolumeN/A
Net Assets39.63B
Hartford Schroders US MidCap Opps SDR
Price$19.73
Change+$0.39 (+2.02%)
VolumeN/A
Net Assets984.87M
FSMAX vs SMDRX Comparison Chart in %
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FSMAX vs. SMDRX commentary
Aug 25, 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 Hold and SMDRX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 39.6B vs. SMDRX (985M). FSMAX pays higher dividends than SMDRX: FSMAX (0.46) vs SMDRX (0.41). 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 : 18.43 vs. SMDRX (-0.76). FSMAX return over 5 years is better than : 56.09 vs. SMDRX (30.85).
| 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 | 8.572 | 1.335 | 642% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 39.6B | 985M | 4,020% |
| Annual Yield % from dividends | 0.46 | 0.41 | 111% |
| Returns for 1 year | 18.43 | -0.76 | -2,416% |
| Returns for 3 years | 45.64 | 14.64 | 312% |
| Returns for 5 years | 56.09 | 30.85 | 182% |
| Returns for 10 years | 109.78 | 66.21 | 166% |