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FSMAX vs SMDVX
FSMAX vs SMDVX Comparison
Open Charts FSMAX vs SMDVX
FSMAX vs SMDVX Comparison Chart in %
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FSMAX vs. SMDVX commentary
Sep 12, 2026
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: 40.1B vs. SMDVX (1.07B). FSMAX pays higher dividends than SMDVX: FSMAX (0.49) vs SMDVX (0.18). FSMAX was incepted earlier than SMDVX: FSMAX (15 years) vs SMDVX (20 years). SMDVX (1.16) is less costly to investors than FSMAX (0.04). SMDVX is a more actively managed with annual turnover of: 62.00 vs. FSMAX (23.00). 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 : 13.05 vs. SMDVX (9.91). FSMAX return over 5 years is better than : 32.77 vs. SMDVX (2.46).
| FSMAX | SMDVX | FSMAX / SMDVX | |
| Total Expense Ratio | 0.04 | 1.16 | 3% |
| Annual Report Gross Expense Ratio | 0.04 | 1.16 | 3% |
| Fund Existence | 15 years | 20 years | - |
| Gain YTD | 13.370 | 14.941 | 89% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.07B | 3,751% |
| Annual Yield % from dividends | 0.49 | 0.18 | 276% |
| Returns for 1 year | 13.05 | 9.91 | 132% |
| Returns for 3 years | 63.92 | 25.46 | 251% |
| Returns for 5 years | 32.77 | 2.46 | 1,329% |
| Returns for 10 years | 133.42 | 74.79 | 178% |
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