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FSMAX vs SMDRX
FSMAX vs SMDRX Comparison
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FSMAX vs SMDRX Comparison Chart in %
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FSMAX vs. SMDRX commentary
Jun 24, 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 SMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SMDRX (1.07B). FSMAX pays higher dividends than SMDRX: FSMAX (0.50) vs SMDRX (0.43). FSMAX was incepted earlier than SMDRX: FSMAX (15 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: 62.00 vs. FSMAX (23.00). 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 : 29.23 vs. SMDRX (17.38). FSMAX return over 5 years is better than : 33.65 vs. SMDRX (10.42).
| FSMAX | SMDRX | FSMAX / SMDRX | |
| Total Expense Ratio | 0.04 | 0.81 | 4% |
| Annual Report Gross Expense Ratio | 0.04 | 0.81 | 4% |
| Fund Existence | 15 years | 11 years | - |
| Gain YTD | 15.427 | 14.945 | 103% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.07B | 3,994% |
| Annual Yield % from dividends | 0.50 | 0.43 | 119% |
| Returns for 1 year | 29.23 | 17.38 | 168% |
| Returns for 3 years | 73.83 | 29.97 | 246% |
| Returns for 5 years | 33.65 | 10.42 | 323% |
| Returns for 10 years | 153.47 | 92.17 | 167% |
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