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FSMDX vs SMDRX
FSMDX vs SMDRX Comparison
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FSMDX vs SMDRX Comparison Chart in %
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FSMDX vs. SMDRX commentary
Aug 03, 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 SMDRX is a Hold.
FUNDAMENTALS
Fundamentals
FSMDX has more cash in the bank: 52.1B vs. SMDRX (1.08B). FSMDX pays higher dividends than SMDRX: FSMDX (0.76) vs SMDRX (0.41). FSMDX was incepted earlier than SMDRX: FSMDX (15 years) vs SMDRX (12 years). SMDRX (0.81) is less costly to investors than FSMDX (0.03). SMDRX is a more actively managed with annual turnover of: 62.00 vs. FSMDX (15.00). 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 : 18.74 vs. SMDRX (14.84). FSMDX return over 5 years is better than : 42.85 vs. SMDRX (9.25).
| FSMDX | SMDRX | FSMDX / SMDRX | |
| Total Expense Ratio | 0.03 | 0.81 | 3% |
| Annual Report Gross Expense Ratio | 0.03 | 0.81 | 3% |
| Fund Existence | 15 years | 12 years | - |
| Gain YTD | 14.622 | 17.252 | 85% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 0 | 5000000 | - |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 52.1B | 1.08B | 4,820% |
| Annual Yield % from dividends | 0.76 | 0.41 | 185% |
| Returns for 1 year | 18.74 | 14.84 | 126% |
| Returns for 3 years | 50.09 | 26.66 | 188% |
| Returns for 5 years | 42.85 | 9.25 | 463% |
| Returns for 10 years | 165.64 | 87.73 | 189% |
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