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FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
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FSMDX vs SMCPX Comparison Chart
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FSMDX vs. SMCPX commentary
Jun 07, 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 SMCPX is a Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 40.4B vs. SMCPX (1.64B). FSMDX pays higher dividends than SMCPX: FSMDX (1.14) vs SMCPX (0.31). FSMDX was incepted earlier than SMCPX: FSMDX (14 years) vs SMCPX (25 years). SMCPX (0.84) is less costly to investors than FSMDX (0.03). SMCPX is a more actively managed with annual turnover of: 36.00 vs. FSMDX (8.00). FSMDX (0) and SMCPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 10.44 vs. SMCPX (1.23). FSMDX return over 5 years is better than : 62.65 vs. SMCPX (9.30).
| FSMDX | SMCPX | FSMDX / SMCPX | |
| Total Expense Ratio | 0.03 | 0.84 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.84 | 3% |
| Fund Existence | 14 years | 25 years | - |
| Gain YTD | 1.599 | -0.027 | -5,854% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.64B | 2,466% |
| Annual Yield % from dividends | 1.14 | 0.31 | 373% |
| Returns for 1 year | 10.44 | 1.23 | 848% |
| Returns for 3 years | 26.25 | -1.97 | -1,336% |
| Returns for 5 years | 62.65 | 9.30 | 674% |
| Returns for 10 years | 110.76 | 12.34 | 898% |
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