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FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
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FSMDX vs SMCPX Comparison Chart in %
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FSMDX vs. SMCPX commentary
Jun 30, 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 (1.67B). 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 : 13.49 vs. SMCPX (4.91). FSMDX return over 5 years is better than : 80.97 vs. SMCPX (22.48).
| 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 | 4.279 | 2.459 | 174% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 40.4B | 1.67B | 2,424% |
| Annual Yield % from dividends | 1.14 | 0.31 | 373% |
| Returns for 1 year | 13.49 | 4.91 | 275% |
| Returns for 3 years | 44.53 | 10.82 | 411% |
| Returns for 5 years | 80.97 | 22.48 | 360% |
| Returns for 10 years | 118.40 | 15.83 | 748% |
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