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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
Jul 14, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 43.5B vs. SMDRX (1.09B). FSMAX pays higher dividends than SMDRX: FSMAX (0.48) vs SMDRX (0.41). FSMAX was incepted earlier than SMDRX: FSMAX (15 years) vs SMDRX (12 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 : 24.38 vs. SMDRX (16.90). FSMAX return over 5 years is better than : 39.12 vs. SMDRX (11.89).
| 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 | 12 years | - |
| Gain YTD | 15.913 | 18.196 | 87% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 43.5B | 1.09B | 3,984% |
| Annual Yield % from dividends | 0.48 | 0.41 | 118% |
| Returns for 1 year | 24.38 | 16.90 | 144% |
| Returns for 3 years | 63.28 | 27.68 | 229% |
| Returns for 5 years | 39.12 | 11.89 | 329% |
| Returns for 10 years | 139.20 | 87.41 | 159% |
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