Interact to see
Advertisement
Advertisement
FSMDX vs SMBYX
FSMDX vs SMBYX Comparison
Open Charts FSMDX vs SMBYX
FSMDX vs SMBYX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMBYX commentary
Sep 05, 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 Hold and SMBYX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.1B vs. SMBYX (1.51B). FSMDX pays higher dividends than SMBYX: FSMDX (0.75) 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 : 18.34 vs. SMBYX (-4.84). FSMDX return over 5 years is better than : 41.51 vs. SMBYX (-20.39).
| 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 | 17.222 | 5.079 | 339% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 1000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 1.51B | 3,526% |
| Annual Yield % from dividends | 0.75 | 0.17 | 429% |
| Returns for 1 year | 18.34 | -4.84 | -379% |
| Returns for 3 years | 59.68 | 9.56 | 624% |
| Returns for 5 years | 41.51 | -20.39 | -204% |
| Returns for 10 years | 165.93 | 26.01 | 638% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement