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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
Aug 03, 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 (1.08B). FSMAX pays higher dividends than SMDVX: FSMAX (0.50) 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 : 20.57 vs. SMDVX (13.78). FSMAX return over 5 years is better than : 33.18 vs. SMDVX (5.20).
| 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 | 16.956 | 79% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.1B | 1.08B | 3,710% |
| Annual Yield % from dividends | 0.50 | 0.18 | 280% |
| Returns for 1 year | 20.57 | 13.78 | 149% |
| Returns for 3 years | 55.83 | 23.90 | 234% |
| Returns for 5 years | 33.18 | 5.20 | 639% |
| Returns for 10 years | 133.82 | 78.60 | 170% |
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