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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
Jun 24, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMAX has more cash in the bank: 42.7B vs. SMDVX (1.07B). FSMAX pays higher dividends than SMDVX: FSMAX (0.50) vs SMDVX (0.19). 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 : 29.23 vs. SMDVX (16.28). FSMAX return over 5 years is better than : 33.65 vs. SMDVX (6.42).
| 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 | 15.427 | 14.717 | 105% |
| Front Load | N/A | 6% | - |
| Min. Initial Investment | 0 | 2000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.7B | 1.07B | 3,994% |
| Annual Yield % from dividends | 0.50 | 0.19 | 272% |
| Returns for 1 year | 29.23 | 16.28 | 180% |
| Returns for 3 years | 73.83 | 27.22 | 271% |
| Returns for 5 years | 33.65 | 6.42 | 524% |
| Returns for 10 years | 153.47 | 82.75 | 185% |
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