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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
Jul 14, 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 SMCPX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 53.2B vs. SMCPX (1.56B). 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 : 19.67 vs. SMCPX (-0.33). FSMDX return over 5 years is better than : 45.89 vs. SMCPX (-15.55).
| 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 | 14.947 | 6.846 | 218% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.2B | 1.56B | 3,404% |
| Annual Yield % from dividends | 0.76 | 0.19 | 400% |
| Returns for 1 year | 19.67 | -0.33 | -5,964% |
| Returns for 3 years | 52.50 | 8.15 | 644% |
| Returns for 5 years | 45.89 | -15.55 | -295% |
| Returns for 10 years | 165.79 | 25.86 | 641% |
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