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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$99.49
Change+$1.11 (+1.13%)
VolumeN/A
Net Assets41.05B
Hartford Schroders US MidCap Opps A
Price$18.64
Change+$0.06 (+0.32%)
VolumeN/A
Net Assets984.07M
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Sep 07, 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 Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 41B vs. SMDVX (984M). FSMAX pays higher dividends than SMDVX: FSMAX (0.44) vs SMDVX (0.16). 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 : 21.50 vs. SMDVX (-0.90). FSMAX return over 5 years is better than : 59.13 vs. SMDVX (27.94).
| 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 | 10.057 | 1.525 | 659% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 41B | 984M | 4,167% |
| Annual Yield % from dividends | 0.44 | 0.16 | 286% |
| Returns for 1 year | 21.50 | -0.90 | -2,398% |
| Returns for 3 years | 56.89 | 17.97 | 317% |
| Returns for 5 years | 59.13 | 27.94 | 212% |
| Returns for 10 years | 101.70 | 52.49 | 194% |
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