Interact to see
Advertisement
Advertisement
FSMDX vs SMCPX
FSMDX vs SMCPX Comparison
Open Charts FSMDX vs SMCPX
FSMDX vs SMCPX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMCPX commentary
Aug 03, 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 SMCPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. SMCPX (1.54B). FSMDX pays higher dividends than SMCPX: FSMDX (0.76) vs SMCPX (0.19). FSMDX was incepted earlier than SMCPX: FSMDX (15 years) vs SMCPX (26 years). SMCPX (0.85) is less costly to investors than FSMDX (0.03). SMCPX is a more actively managed with annual turnover of: 29.00 vs. FSMDX (15.00). FSMDX (0) and SMCPX (0) have matching initial minimum investment requirements. FSMDX annual gain was more profitable for investors over the last year : 18.74 vs. SMCPX (-2.48). FSMDX return over 5 years is better than : 42.85 vs. SMCPX (-18.78).
| FSMDX | SMCPX | FSMDX / SMCPX | |
| Total Expense Ratio | 0.03 | 0.85 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.85 | 3% |
| Fund Existence | 15 years | 26 years | - |
| Gain YTD | 14.622 | 6.195 | 236% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.54B | 3,381% |
| Annual Yield % from dividends | 0.76 | 0.19 | 399% |
| Returns for 1 year | 18.74 | -2.48 | -756% |
| Returns for 3 years | 50.09 | 5.93 | 845% |
| Returns for 5 years | 42.85 | -18.78 | -228% |
| Returns for 10 years | 165.64 | 26.29 | 630% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement
Interesting Tickers
1D
1W
1M
1Q
6M
1Y
5Y
| 1 Day | |||
|---|---|---|---|
| MFs / NAME | Price $ | Chg $ | Chg % |
| RFNGX | 102.19 | 0.97 | +0.96% |
| American Funds Fundamental Invs R-6 | |||
| FSRAX | 9.36 | -0.02 | -0.21% |
| Fidelity Advisor Strategic Real Ret A | |||
| WBALX | 16.53 | -0.04 | -0.24% |
| Weitz Conservative Allocation-Inv Cl | |||
| MNCSX | 13.56 | -0.10 | -0.73% |
| Mercer Non-US Core Equity I | |||
| FFGIX | 26.93 | -0.32 | -1.17% |
| Fidelity Advisor Global Commodity Stk I | |||