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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
Sep 12, 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: 53.1B vs. SMCPX (1.44B). FSMDX pays higher dividends than SMCPX: FSMDX (0.75) 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 : 13.26 vs. SMCPX (-9.78). FSMDX return over 5 years is better than : 40.31 vs. SMCPX (-23.21).
| 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 | 13.837 | 0.990 | 1,398% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 53.1B | 1.44B | 3,677% |
| Annual Yield % from dividends | 0.75 | 0.19 | 385% |
| Returns for 1 year | 13.26 | -9.78 | -136% |
| Returns for 3 years | 56.18 | 4.76 | 1,181% |
| Returns for 5 years | 40.31 | -23.21 | -174% |
| Returns for 10 years | 167.00 | 19.47 | 858% |
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