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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
Open Charts FSMAX vs SMDRX
Fidelity Extended Market Index
Price$94.51
Change+$0.64 (+0.68%)
VolumeN/A
Net Assets40.78B
Hartford Schroders US MidCap Opps SDR
Price$19.92
Change+$0.08 (+0.40%)
VolumeN/A
Net Assets1.04B
FSMAX vs SMDRX Comparison Chart
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FSMAX vs. SMDRX commentary
Jan 19, 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: 40.8B vs. SMDRX (1.04B). FSMAX pays higher dividends than SMDRX: FSMAX (1.10) vs SMDRX (0.49). FSMAX was incepted earlier than SMDRX: FSMAX (13 years) vs SMDRX (10 years). SMDRX is a more actively managed with annual turnover of: 34.00 vs. FSMAX (18.00). 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 : 26.14 vs. SMDRX (10.67). FSMAX return over 5 years is better than : 48.39 vs. SMDRX (21.35).
| FSMAX | SMDRX | FSMAX / SMDRX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 10 years | - |
| Gain YTD | 3.994 | 2.311 | 173% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.8B | 1.04B | 3,923% |
| Annual Yield % from dividends | 1.10 | 0.49 | 222% |
| Returns for 1 year | 26.14 | 10.67 | 245% |
| Returns for 3 years | 21.40 | 9.30 | 230% |
| Returns for 5 years | 48.39 | 21.35 | 227% |
| Returns for 10 years | 90.18 | 70.47 | 128% |