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FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
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FSMDX vs SMBYX Comparison Chart in %
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FSMDX vs. SMBYX commentary
Jul 26, 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 FSMDX is a Buy and SMBYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. SMBYX (1.55B). FSMDX pays higher dividends than SMBYX: FSMDX (0.76) vs SMBYX (0.17). FSMDX was incepted earlier than SMBYX: FSMDX (15 years) vs SMBYX (28 years). SMBYX (0.84) is less costly to investors than FSMDX (0.03). SMBYX is a more actively managed with annual turnover of: 29.00 vs. FSMDX (15.00). 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 : 17.04 vs. SMBYX (-1.50). FSMDX return over 5 years is better than : 42.92 vs. SMBYX (-14.46).
| FSMDX | SMBYX | FSMDX / SMBYX | |
| Total Expense Ratio | 0.03 | 0.84 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.84 | 3% |
| Fund Existence | 15 years | 28 years | - |
| Gain YTD | 14.243 | 6.687 | 213% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.55B | 3,430% |
| Annual Yield % from dividends | 0.76 | 0.17 | 446% |
| Returns for 1 year | 17.04 | -1.50 | -1,140% |
| Returns for 3 years | 49.69 | 7.23 | 687% |
| Returns for 5 years | 42.92 | -14.46 | -297% |
| Returns for 10 years | 161.20 | 29.90 | 539% |
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