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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 04, 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 StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 51.5B vs. SMCPX (1.51B). FSMDX pays higher dividends than SMCPX: FSMDX (0.99) vs SMCPX (0.20). 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 : 22.46 vs. SMCPX (-0.88). FSMDX return over 5 years is better than : 42.72 vs. SMCPX (-20.22).
| 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 | 11.996 | 1.273 | 942% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 0 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 51.5B | 1.51B | 3,402% |
| Annual Yield % from dividends | 0.99 | 0.20 | 497% |
| Returns for 1 year | 22.46 | -0.88 | -2,547% |
| Returns for 3 years | 59.36 | 9.72 | 610% |
| Returns for 5 years | 42.72 | -20.22 | -211% |
| Returns for 10 years | 166.70 | 20.59 | 810% |
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