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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
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FSMDX vs SMBYX Comparison Chart
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FSMDX vs. SMBYX commentary
Jun 14, 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 FSMDX is a Buy and SMBYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SMBYX (1.65B). FSMDX pays higher dividends than SMBYX: FSMDX (1.14) vs SMBYX (0.26). FSMDX was incepted earlier than SMBYX: FSMDX (14 years) vs SMBYX (27 years). SMBYX (0.88) is less costly to investors than FSMDX (0.03). SMBYX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than SMBYX: FSMDX (0) vs SMBYX (1000000). FSMDX annual gain was more profitable for investors over the last year : 11.45 vs. SMBYX (3.29). FSMDX return over 5 years is better than : 75.56 vs. SMBYX (22.11).
| FSMDX | SMBYX | FSMDX / SMBYX | |
| Total Expense Ratio | 0.03 | 0.85 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.88 | 3% |
| Fund Existence | 14 years | 27 years | - |
| Gain YTD | 2.724 | 0.894 | 305% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.65B | 2,448% |
| Annual Yield % from dividends | 1.14 | 0.26 | 448% |
| Returns for 1 year | 11.45 | 3.29 | 348% |
| Returns for 3 years | 43.91 | 12.86 | 341% |
| Returns for 5 years | 75.56 | 22.11 | 342% |
| Returns for 10 years | 111.33 | 16.47 | 676% |
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