Interact to see
Advertisement
Advertisement
FSMDX vs SMDRX
FSMDX vs SMDRX Comparison
Open Charts FSMDX vs SMDRX
Fidelity Mid Cap Index
Price$35.98
Change+$0.22 (+0.62%)
VolumeN/A
Net Assets42.38B
Hartford Schroders US MidCap Opps SDR
Price$19.50
Change+$0.11 (+0.57%)
VolumeN/A
Net Assets989.08M
FSMDX vs SMDRX Comparison Chart in %
Loading...
View a ticker or compare two or three
VS
VS
FSMDX vs. SMDRX commentary
Jul 06, 2025
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 SMDRX is a StrongBuy.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 42.4B vs. SMDRX (989M). FSMDX pays higher dividends than SMDRX: FSMDX (1.31) vs SMDRX (0.42). FSMDX was incepted earlier than SMDRX: FSMDX (14 years) vs SMDRX (11 years). SMDRX (0.81) is less costly to investors than FSMDX (0.03). SMDRX is a more actively managed with annual turnover of: 48.00 vs. FSMDX (8.00). FSMDX has a lower initial minimum investment than SMDRX: FSMDX (0) vs SMDRX (5000000). FSMDX annual gain was more profitable for investors over the last year : 16.46 vs. SMDRX (2.39). FSMDX return over 5 years is better than : 78.71 vs. SMDRX (38.15).
| FSMDX | SMDRX | FSMDX / SMDRX | |
| Total Expense Ratio | 0.03 | 0.81 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.81 | 3% |
| Fund Existence | 14 years | 11 years | - |
| Gain YTD | 6.803 | 0.154 | 4,415% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 42.4B | 989M | 4,287% |
| Annual Yield % from dividends | 1.31 | 0.42 | 311% |
| Returns for 1 year | 16.46 | 2.39 | 689% |
| Returns for 3 years | 48.44 | 22.10 | 219% |
| Returns for 5 years | 78.71 | 38.15 | 206% |
| Returns for 10 years | 123.56 | 52.98 | 233% |
View a ticker or compare two or three
VS
VS
Interact to see
Advertisement
Advertisement