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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$95.44
Change-$1.02 (-1.06%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$20.47
Change-$0.10 (-0.49%)
VolumeN/A
CapitalizationN/A
FSMAX vs SMDVX Comparison Chart
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FSMAX vs. SMDVX commentary
Nov 13, 2024
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 SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. SMDVX (1.07B). FSMAX pays higher dividends than SMDVX: FSMAX (1.10) vs SMDVX (0.24). FSMAX was incepted earlier than SMDVX: FSMAX (13 years) vs SMDVX (19 years). SMDVX is a more actively managed with annual turnover of: 34.00 vs. FSMAX (18.00). 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 : 44.46 vs. SMDVX (29.33). FSMAX return over 5 years is better than : 56.97 vs. SMDVX (34.43).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 19 years | - |
| Gain YTD | 22.265 | 18.255 | 122% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.07B | 3,724% |
| Annual Yield % from dividends | 1.10 | 0.24 | 459% |
| Returns for 1 year | 44.46 | 29.33 | 152% |
| Returns for 3 years | 3.44 | -2.66 | -129% |
| Returns for 5 years | 56.97 | 34.43 | 165% |
| Returns for 10 years | 87.62 | 50.90 | 172% |
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