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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$86.79
Change-$0.63 (-0.72%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$19.21
Change-$0.09 (-0.47%)
VolumeN/A
CapitalizationN/A
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FSMAX vs SMDVX Comparison Chart
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FSMAX vs. SMDVX commentary
Sep 21, 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 StrongBuy and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41.9B vs. SMDVX (998M). FSMAX pays higher dividends than SMDVX: FSMAX (1.10) vs SMDVX (0.24). FSMAX was incepted earlier than SMDVX: FSMAX (13 years) vs SMDVX (18 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 : 28.78 vs. SMDVX (19.33). FSMAX return over 5 years is better than : 45.86 vs. SMDVX (30.51).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | N/A | N/A | - |
| Annual Report Gross Expense Ratio | N/A | N/A | - |
| Fund Existence | 13 years | 18 years | - |
| Gain YTD | 11.184 | 10.976 | 102% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41.9B | 998M | 4,198% |
| Annual Yield % from dividends | 1.10 | 0.24 | 459% |
| Returns for 1 year | 28.78 | 19.33 | 149% |
| Returns for 3 years | 1.47 | -2.22 | -66% |
| Returns for 5 years | 45.86 | 30.51 | 150% |
| Returns for 10 years | 76.52 | 46.33 | 165% |
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