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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 04, 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 StrongBuy and SMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SMDRX (1.06B). 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 : 30.51 vs. SMDRX (16.26). FSMAX return over 5 years is better than : 37.00 vs. SMDRX (8.17).
| 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 | 13.668 | 14.211 | 96% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.06B | 4,040% |
| Annual Yield % from dividends | 0.50 | 0.43 | 119% |
| Returns for 1 year | 30.51 | 16.26 | 188% |
| Returns for 3 years | 71.53 | 28.99 | 247% |
| Returns for 5 years | 37.00 | 8.17 | 453% |
| Returns for 10 years | 141.36 | 84.82 | 167% |
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