Ad is loading...
FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$77.15
Change+$1.14 (+1.50%)
VolumeN/A
Net Assets36.55B
Hartford Schroders US MidCap Opps A
Price$16.44
Change+$0.23 (+1.42%)
VolumeN/A
Net Assets912.69M
FSMAX vs SMDVX Comparison Chart
Loading...
View a ticker or compare two or three
VS
VS
FSMAX vs. SMDVX commentary
Apr 15, 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 Buy and SMDVX is a Buy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 36.5B vs. SMDVX (913M). FSMAX pays higher dividends than SMDVX: FSMAX (0.53) vs SMDVX (0.16). FSMAX was incepted earlier than SMDVX: FSMAX (14 years) vs SMDVX (19 years). SMDVX (1.18) is less costly to investors than FSMAX (0.04). SMDVX is a more actively managed with annual turnover of: 34.00 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 : -4.48 vs. SMDVX (-9.96). FSMAX return over 5 years is better than : 62.31 vs. SMDVX (31.80).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | 0.04 | 1.18 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.18 | 3% |
| Fund Existence | 14 years | 19 years | - |
| Gain YTD | -15.108 | -10.458 | 144% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 36.5B | 913M | 3,998% |
| Annual Yield % from dividends | 0.53 | 0.16 | 326% |
| Returns for 1 year | -4.48 | -9.96 | 45% |
| Returns for 3 years | 5.50 | -3.31 | -166% |
| Returns for 5 years | 62.31 | 31.80 | 196% |
| Returns for 10 years | 44.65 | 31.71 | 141% |
View a ticker or compare two or three
VS
VS
Ad is loading...
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| ETFs / NAME | Price $ | Chg $ | Chg % |
| SPXL | 115.74 | 5.65 | +5.13% |
| Direxion Daily S&P500® Bull 3X ETF | |||
| NDIV | 25.50 | 0.70 | +2.83% |
| Amplify Natural Resources Div Inc ETF | |||
| TDV | 67.03 | 1.19 | +1.81% |
| ProShares S&PTech Div Arstcrts ETF | |||
| ETJ | 8.38 | 0.05 | +0.60% |
| Eaton Vance Risk - Managed Diversified Equity Income Fund | |||
| DEED | 20.73 | -0.04 | -0.20% |
| First Trust TCW Securitized Plus ETF | |||