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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$97.47
Change+$1.63 (+1.70%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$20.79
Change+$0.23 (+1.12%)
VolumeN/A
CapitalizationN/A
FSMAX vs SMDVX Comparison Chart
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FSMAX vs. SMDVX commentary
Nov 23, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 40B vs. SMDVX (1.06B). 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 : 40.44 vs. SMDVX (26.18). FSMAX return over 5 years is better than : 59.28 vs. SMDVX (36.63).
| 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 | 24.865 | 20.104 | 124% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40B | 1.06B | 3,777% |
| Annual Yield % from dividends | 1.10 | 0.24 | 459% |
| Returns for 1 year | 40.44 | 26.18 | 154% |
| Returns for 3 years | 10.11 | -0.72 | -1,408% |
| Returns for 5 years | 59.28 | 36.63 | 162% |
| Returns for 10 years | 88.82 | 50.29 | 177% |
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