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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
Fidelity Extended Market Index
Price$91.98
Change+$0.71 (+0.78%)
VolumeN/A
CapitalizationN/A
Hartford Schroders US MidCap Opps A
Price$18.51
Change+$0.21 (+1.15%)
VolumeN/A
CapitalizationN/A
FSMAX vs SMDVX Comparison Chart
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FSMAX vs. SMDVX commentary
Dec 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 Hold and SMDVX is a Hold.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 44.5B vs. SMDVX (1.02B). 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 : 19.04 vs. SMDVX (7.65). FSMAX return over 5 years is better than : 48.61 vs. SMDVX (18.54).
| 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 | 18.403 | 6.932 | 265% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 44.5B | 1.02B | 4,367% |
| Annual Yield % from dividends | 1.10 | 0.24 | 459% |
| Returns for 1 year | 19.04 | 7.65 | 249% |
| Returns for 3 years | 10.32 | 3.95 | 261% |
| Returns for 5 years | 48.61 | 18.54 | 262% |
| Returns for 10 years | 81.00 | 55.72 | 145% |
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