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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$87.12
Change+$0.20 (+0.23%)
VolumeN/A
Net Assets36.02B
Hartford Schroders US MidCap Opps A
Price$17.66
Change-$0.02 (-0.11%)
VolumeN/A
Net Assets983.33M
FSMAX vs SMDVX Comparison Chart
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FSMAX vs. SMDVX commentary
May 23, 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 StrongBuy and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36B vs. SMDVX (983M). FSMAX pays higher dividends than SMDVX: FSMAX (0.54) vs SMDVX (0.17). FSMAX was incepted earlier than SMDVX: FSMAX (14 years) vs SMDVX (19 years). SMDVX (1.16) is less costly to investors than FSMAX (0.04). SMDVX is a more actively managed with annual turnover of: 48.00 vs. FSMAX (9.00). FSMAX has a lower initial minimum investment than SMDVX: FSMAX (0) vs SMDVX (2000). FSMAX annual gain was more profitable for investors over the last year : 6.44 vs. SMDVX (-1.95). FSMAX return over 5 years is better than : 63.33 vs. SMDVX (38.58).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -4.357 | -1.580 | 276% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36B | 983M | 3,662% |
| Annual Yield % from dividends | 0.54 | 0.17 | 321% |
| Returns for 1 year | 6.44 | -1.95 | -330% |
| Returns for 3 years | 35.01 | 15.30 | 229% |
| Returns for 5 years | 63.33 | 38.58 | 164% |
| Returns for 10 years | 62.99 | 42.73 | 147% |
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