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 23, 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 Buy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. SMCPX (1.55B). 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 : 21.53 vs. SMCPX (-1.46). FSMDX return over 5 years is better than : 47.15 vs. SMCPX (-18.33).
| 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 | 17.736 | 7.638 | 232% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.55B | 3,361% |
| Annual Yield % from dividends | 0.76 | 0.19 | 399% |
| Returns for 1 year | 21.53 | -1.46 | -1,475% |
| Returns for 3 years | 63.59 | 12.61 | 504% |
| Returns for 5 years | 47.15 | -18.33 | -257% |
| Returns for 10 years | 166.80 | 23.52 | 709% |
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 % |
| MGRAX | 50.64 | 0.53 | +1.06% |
| MFS International Growth A | |||
| DASVX | 19.01 | 0.17 | +0.90% |
| Dunham Small Cap Value A | |||
| SLVIX | 49.42 | 0.41 | +0.84% |
| Columbia Select Large Cap Value Inst2 | |||
| NWAWX | 14.40 | 0.04 | +0.28% |
| Nationwide GQG US Quality Eq Instl Ser | |||
| ABCYX | 23.46 | 0.05 | +0.21% |
| American Beacon The London Co Inc Eq Y | |||